Retirement plan

SWS ELECTRONICS INC PROFIT SHARING PLAN & TRUST AGREEMENT

Name: SWS ELECTRONICS INC - SWS ELECTRONICS INC PROFIT SHARING PLAN & TRUST AGREEMENT (2017) Form 5500
Creator: SWS ELECTRONICS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWS ELECTRONICS INC PROFIT SHARING PLAN & TRUST AGREEMENT, SWS ELECTRONICS INC

SWS ELECTRONICS INCEIN 86-0607155Plan #001PY 2017

7435 E QUIET MOUNTAIN PL - TUCSON, AZ 85750520-628-1613LinkedIn1-10 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$347K

+19.0% from 2016

Total participants

+60.0% from 2016

Average account balance

$43,435

-25.6% from 2016

Annual return

7.95%

+2.65 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$545K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$109K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$661

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$286 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.659%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,435

$113,338-61.7%

$94,993-54.3%

$147,586-70.6%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

7.95%

20.80%-12.8pp

27.14%-19.2pp

578.59%-570.6pp

Employer contribution / active EE

$1,306

$3,160-58.7%

$2,603-49.8%

$4,876-73.2%

Participant deferral / active EE

$2,721

$3,777-28.0%

$3,317-18.0%

$5,439-50.0%

Admin fee / account holder

$286

$6,063-95.3%

$4,960-94.2%

$10,886-97.4%

SWS ELECTRONICS INC PROFIT SHARING PLAN & TRUST AGREEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWS ELECTRONICS INC PROFIT SHARING PLAN & TRUST AGREEMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion