Retirement plan

TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN

Name: TAHOE TRUCKEE DISPOSAL CO., INC. - TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: TAHOE TRUCKEE DISPOSAL CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN, TAHOE TRUCKEE DISPOSAL CO., INC.

TAHOE TRUCKEE DISPOSAL CO., INC.EIN 94-1580924Plan #001PY 2020

P.O. BOX 135 - TAHOE CITY, CA 96145530-583-0148ttsd.comLinkedIn1-10 employeeshuman resources

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$18.6M

+2.6% from 2019

Total participants

149

+4.9% from 2019

Average account balance

$124,759

-2.2% from 2019

Annual return

8.05%

-4.60 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$20.62M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

162

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.

87.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 5832 BOLSA AVE, SUITE 100 · HUNTINGTON BEACH, CA 92649	Contract Administrator	$9,000
ROYAL ALLIANCE ASSOCIATES INC1 year Service code 10 3741 DOUGLAS BLVD, SUITE 350 · ROSEVILLE, CA 95661	Accounting	$8,774
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DR. · IRVINE, CA 92618	Recordkeeping	$400

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$18K

$159 / participant

Investment mgmt$9K49.4%
Other / not subdivided$9K50.6%

% of EOY assets

0.096%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CAMPBELL TAYLOR WASHBURN
Auditor EIN: 680251243
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,759

$66,124+88.7%

$90,404+38.0%

$73,488+69.8%

Participation rate

100.0%

69.7%+30.3pp

72.7%+27.3pp

70.7%+29.3pp

Annual return

8.05%

17.65%-9.6pp

1293.02%-1285.0pp

28.51%-20.5pp

Employer contribution / active EE

$8,168

$2,346+248.1%

$3,262+150.4%

$2,270+259.8%

Participant deferral / active EE

$3,636

$3,039+19.7%

$3,963-8.3%

$3,740-2.8%

Admin fee / account holder

$119

$396-69.9%

$5,611-97.9%

$513-76.7%

Provider

Service type

Compensation

ASCENSUS LLC1 year

Filed as: FUTUREPLAN BY ASCENSUS

Service code 13

5832 BOLSA AVE, SUITE 100 · HUNTINGTON BEACH, CA 92649

Contract Administrator

$9,000

ROYAL ALLIANCE ASSOCIATES INC1 year

Service code 10

3741 DOUGLAS BLVD, SUITE 350 · ROSEVILLE, CA 95661

Accounting

$8,774

AMERICAN FUNDS2 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 15

6455 IRVINE CENTER DR. · IRVINE, CA 92618

Recordkeeping

$400

TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAHOE TRUCKEE DISPOSAL CO., 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