Retirement plan

STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Name: STAR WEST DISTRIBUTING, INC. - STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST (2020) Form 5500
Creator: STAR WEST DISTRIBUTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST, STAR WEST DISTRIBUTING, INC.

STAR WEST DISTRIBUTING, INC.EIN 87-0419848Plan #001PY 2020

506 S, MAIN #200 - BOUNTIFUL, UT 840106309801-936-8000LinkedIn11-50 employeessupermarkets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3M

+18.9% from 2019

Total participants

+9.1% from 2019

Average account balance

$252,871

+9.0% from 2019

Annual return

14.71%

-0.16 pp from 2019

Benchmarks

See 7,942 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,942 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.25M

Not enough data

1 years with asset history on file

Average account balance

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

$325K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37843

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 codes2E2F2G2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$252,871

$121,656+107.9%

$104,614+141.7%

$158,950+59.1%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

14.71%

465.51%-450.8pp

340.56%-325.9pp

302.91%-288.2pp

Employer contribution / active EE

$7,259

$3,164+129.4%

$2,681+170.8%

$4,762+52.4%

Participant deferral / active EE

$8,165

$4,177+95.5%

$3,739+118.4%

$5,983+36.5%

Admin fee / account holder

$7,775-100.0%

$6,464-100.0%

$11,248-100.0%

STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion