Retirement plan

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

Name: SPECIALTY SOLID WASTE & RECYCLING, - SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SPECIALTY SOLID WASTE & RECYCLING,
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,

SPECIALTY SOLID WASTE & RECYCLING,EIN 94-1490074Plan #005PY 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+4.3% from 2016

Total participants

+2.9% from 2016

Average account balance

$152,662

+4.3% from 2016

Annual return

14.05%

+11.72 pp from 2016

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

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 codes2E2G2J2R3D3H

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$883K

$26770 / participant

Other / not subdivided$883K100.0%

% of EOY assets

17.020%

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

$152,662

$47,848+219.1%

$81,473+87.4%

$70,126+117.7%

Participation rate

97.0%

58.3%+38.7pp

68.0%+29.0pp

69.5%+27.4pp

Annual return

14.05%

27.25%-13.2pp

38.78%-24.7pp

73.15%-59.1pp

Employer contribution / active EE

$9,643

$1,527+531.4%

$2,568+275.5%

$2,343+311.6%

Participant deferral / active EE

$2,356

$2,453-4.0%

$3,537-33.4%

$3,332-29.3%

Admin fee / account holder

$25,983

$3,145+726.2%

$4,561+469.6%

$4,645+459.3%

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