Retirement plan

EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC.

Name: OLDLAND DISTRIBUTING, INC. - EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC. (2019) Form 5500
Creator: OLDLAND DISTRIBUTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC., OLDLAND DISTRIBUTING, INC.

OLDLAND DISTRIBUTING, INC.EIN 93-0792189Plan #001PY 2019

305 BATEMAN DR - CENTRAL POINT, OR 975023277541-664-7080LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$758K

+14.3% from 2018

Total participants

+4.3% from 2018

Average account balance

$31,587

+9.5% from 2018

Annual return

6.78%

+1.45 pp from 2018

Benchmarks

See 6,729 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,729 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4416

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 codes2F2G2T3D

Plan features

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$22K

$1215 / participant

Other / not subdivided$22K100.0%

% of EOY assets

2.884%

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

$31,587

$96,524-67.3%

$75,900-58.4%

$152,909-79.3%

Participation rate

100.0%

76.2%+23.8pp

69.3%+30.7pp

82.5%+17.5pp

Annual return

6.78%

33.93%-27.2pp

30.73%-23.9pp

345.46%-338.7pp

Employer contribution / active EE

$755

$3,311-77.2%

$2,501-69.8%

$4,764-84.1%

Participant deferral / active EE

$3,205

$4,554-29.6%

$3,604-11.1%

$5,851-45.2%

Admin fee / account holder

$911

$8,082-88.7%

$5,421-83.2%

$11,601-92.1%

EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC.

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