Retirement plan

C.E. TOLAND AND SON PROFIT SHARING PLAN

Name: C.E. TOLAND AND SON - C.E. TOLAND AND SON PROFIT SHARING PLAN (2017) Form 5500
Creator: C.E. TOLAND AND SON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.E. TOLAND AND SON PROFIT SHARING PLAN, C.E. TOLAND AND SON

C.E. TOLAND AND SONEIN 94-1307101Plan #002PY 2017

5300 INDUSTRIAL WAY - BENICIA, CA 94510707-747-1000cetoland.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$13.6M

+14.4% from 2016

Total participants

+11.1% from 2016

Average account balance

$485,202

+2.2% from 2016

Annual return

15.20%

+8.72 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.25M

Not enough data

1 years with asset history on file

Average account balance

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

$702K

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$549K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+24.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12137

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 codes2E3D2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$505K

$18711 / participant

Other / not subdivided$505K100.0%

% of EOY assets

3.719%

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

$485,202

$67,602+617.7%

$82,312+489.5%

$70,126+591.9%

Participation rate

92.6%

72.8%+19.8pp

76.9%+15.7pp

69.5%+23.1pp

Annual return

15.20%

21.57%-6.4pp

25.88%-10.7pp

73.15%-57.9pp

Employer contribution / active EE

$15,380

$1,755+776.4%

$2,428+533.3%

$2,343+556.6%

Participant deferral / active EE

$2,987-100.0%

$3,706-100.0%

$3,332-100.0%

Admin fee / account holder

$18,043

$4,512+299.9%

$5,608+221.7%

$4,645+288.4%

C.E. TOLAND AND SON PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.E. TOLAND AND SON 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