Retirement plan

SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN

Name: SPACE AGE FUEL, INC. - SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: SPACE AGE FUEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN, SPACE AGE FUEL, INC.

SPACE AGE FUEL, INC.EIN 93-0806811Plan #001PY 2017

P.O. BOX 1429 - CLACKAMAS, OR 970151429503-212-3900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.6M

+25.6% from 2016

Total participants

116

+8.4% from 2016

Average account balance

$35,169

+30.5% from 2016

Annual return

16.56%

+9.98 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

$6.18M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

191

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.

55.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.11%

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

Top 2 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC3+ years Service code 28 1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07086	Investment Management	$14,913
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766	Recordkeeping	$13,413

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$28K

$354 / participant

Investment mgmt$15K52.6%
Other / not subdivided$13K47.4%

% of EOY assets

0.790%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAXCPA
Auditor EIN: 273342679
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,169

$54,541-35.5%

$78,778-55.4%

$70,126-49.8%

Participation rate

82.5%

60.8%+21.7pp

69.2%+13.3pp

69.5%+13.0pp

Annual return

16.56%

21.07%-4.5pp

35.62%-19.1pp

73.15%-56.6pp

Employer contribution / active EE

$3,641

$1,089+234.5%

$1,986+83.4%

$2,343+55.4%

Participant deferral / active EE

$1,950

$2,210-11.8%

$2,958-34.1%

$3,332-41.5%

Admin fee / account holder

$278

$3,709-92.5%

$5,134-94.6%

$4,645-94.0%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC3+ years

Service code 28

1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07086

Investment Management

$14,913

SENTINEL PENSION ADVISORS2 years

Filed as: SENTINEL BENEFITS GROUP, LLC

Service code 15 · EIN 20-5916766

Recordkeeping

$13,413

SPACE AGE FUEL, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPACE AGE FUEL, INC. PROFIT SHARING 401(K) 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