Retirement plan

ROUTE 66 MOTOR SPORTS LLC. 401(K) PROFIT SHARING PLAN

Name: ROUTE 66 MOTOR SPORTS LLC - ROUTE 66 MOTOR SPORTS LLC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ROUTE 66 MOTOR SPORTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROUTE 66 MOTOR SPORTS LLC. 401(K) PROFIT SHARING PLAN, ROUTE 66 MOTOR SPORTS LLC

ROUTE 66 MOTOR SPORTS LLCEIN 86-1010015Plan #001PY 2017

2501 BEVERLY AVENUE - KINGMAN, AZ 86401928-757-1166LinkedIn1-10 employeesautomotive

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.3M

+33.0% from 2016

Total participants

+12.2% from 2016

Average account balance

$15,345

+15.1% from 2016

Annual return

16.06%

+9.00 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.23M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

367

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$851K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$309

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

1 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 codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$16K

$227 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.297%

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

$15,345

$54,541-71.9%

$78,778-80.5%

$70,126-78.1%

Participation rate

86.1%

60.8%+25.3pp

69.2%+16.9pp

69.5%+16.6pp

Annual return

16.06%

21.07%-5.0pp

35.62%-19.6pp

73.15%-57.1pp

Employer contribution / active EE

$902

$1,089-17.1%

$1,986-54.6%

$2,343-61.5%

Participant deferral / active EE

$1,527

$2,210-30.9%

$2,958-48.4%

$3,332-54.2%

Admin fee / account holder

$199

$3,709-94.6%

$5,134-96.1%

$4,645-95.7%

ROUTE 66 MOTOR SPORTS LLC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROUTE 66 MOTOR SPORTS LLC. 401(K) PROFIT SHARING PLAN

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