Retirement plan

IE ENGINEERING, INC. 401K PROFIT SHARING PROTOTYPE

Name: IE ENGINEERING, INC. - IE ENGINEERING, INC. 401K PROFIT SHARING PROTOTYPE (2018) Form 5500
Creator: IE ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IE ENGINEERING, INC. 401K PROFIT SHARING PROTOTYPE, IE ENGINEERING, INC.

IE ENGINEERING, INC.EIN 93-1043041Plan #001PY 2018

P O BOX 1271 - ROSEBURG, OR 97470541-673-0166

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+23.0% from 2017

Total participants

0.0% from 2017

Average account balance

$79,558

+23.0% from 2017

Annual return

14.39%

-3.05 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+22.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10291

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 codes2E2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$71 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.085%

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

$79,558

$138,075-42.4%

$123,552-35.6%

$135,379-41.2%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

14.39%

153.70%-139.3pp

119.20%-104.8pp

519.79%-505.4pp

Employer contribution / active EE

$2,191

$5,152-57.5%

$4,628-52.7%

$4,779-54.2%

Participant deferral / active EE

$3,703

$6,800-45.5%

$6,426-42.4%

$5,609-34.0%

Admin fee / account holder

$68

$10,917-99.4%

$9,285-99.3%

$10,828-99.4%

IE ENGINEERING, INC. 401K PROFIT SHARING PROTOTYPE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IE ENGINEERING, INC. 401K PROFIT SHARING PROTOTYPE

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