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 SE - SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SE
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 SE

SPECIALTY SOLID WASTE & RECYCLING, A DIVISION OF BAY COUNTIES WASTE SEdba SERVICES, INC.EIN 94-1490074Plan #005PY 2020

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

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.7M

+11.8% from 2019

Total participants

-2.9% from 2019

Average account balance

$203,839

+15.2% from 2019

Annual return

4.68%

-1.27 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

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 codes2E2G2J2T3D3H

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.
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

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

$40K

$1341 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.598%

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

$203,839

$52,279+289.9%

$89,435+127.9%

$79,856+155.3%

Participation rate

100.0%

57.5%+42.5pp

68.0%+32.0pp

69.6%+30.4pp

Annual return

4.68%

22.16%-17.5pp

245.55%-240.9pp

31.71%-27.0pp

Employer contribution / active EE

$11,999

$1,572+663.5%

$2,587+363.8%

$2,471+385.6%

Participant deferral / active EE

$3,695

$2,740+34.8%

$3,890-5.0%

$3,741-1.2%

Admin fee / account holder

$1,219

$3,356-63.7%

$4,884-75.0%

$5,306-77.0%

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