Retirement plan

SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE - SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN, SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE

SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTEEIN 94-1490074Plan #005PY 2016

3355 THOMAS ROAD - SANTA CLARA, CA 950542060408-565-9900LinkedIn11-50 employeesenvironmental services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$5M

No prior year

Total participants

No prior year

Average account balance

$146,428

No prior year

Annual return

2.33%

No prior year

Benchmarks

See 3,584 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,584 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.06M

Not enough data

1 years with asset history on file

Average account balance

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

$283K

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.

125.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$567K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1931

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 codes2E2F2G2J2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$266K

$8073 / participant

Other / not subdivided$266K100.0%

% of EOY assets

5.351%

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

$146,428

$43,075+239.9%

$74,577+96.3%

$62,881+132.9%

Participation rate

100.0%

58.1%+41.9pp

68.1%+31.9pp

69.3%+30.7pp

Annual return

2.33%

17.50%-15.2pp

20.47%-18.1pp

20.14%-17.8pp

Employer contribution / active EE

$9,310

$1,498+521.6%

$2,525+268.7%

$2,281+308.1%

Participant deferral / active EE

$1,971

$2,389-17.5%

$3,458-43.0%

$3,203-38.5%

Admin fee / account holder

$7,835

$2,840+175.9%

$4,138+89.3%

$4,296+82.4%

SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SERVICES, INC. 401(K) 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