Retirement plan

GEORGE LITTLE INVESTMENTS, INC. PROFIT SHARING PLAN

Name: GEORGE LITTLE INVESTMENTS, INC. - GEORGE LITTLE INVESTMENTS, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: GEORGE LITTLE INVESTMENTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEORGE LITTLE INVESTMENTS, INC. PROFIT SHARING PLAN, GEORGE LITTLE INVESTMENTS, INC.

GEORGE LITTLE INVESTMENTS, INC.EIN 94-2228754Plan #001PY 2016

4125 WINTERS STREET - SACRAMENTO, CA 95838916-648-2580

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$28,957

No prior year

Annual return

2.31%

No prior year

Benchmarks

See 3,429 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,429 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$999K

Not enough data

1 years with asset history on file

Average account balance

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

$499K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$121676

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 codes2E2F2G3D

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.
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

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

$87K

$2813 / participant

Other / not subdivided$87K100.0%

% of EOY assets

6.023%

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

$28,957

$47,944-39.6%

$67,834-57.3%

$62,881-53.9%

Participation rate

100.0%

61.1%+38.9pp

68.8%+31.2pp

69.3%+30.7pp

Annual return

2.31%

11.77%-9.5pp

138.47%-136.2pp

20.14%-17.8pp

Employer contribution / active EE

$1,290

$1,562-17.4%

$2,403-46.3%

$2,281-43.4%

Participant deferral / active EE

$2,247-100.0%

$3,160-100.0%

$3,203-100.0%

Admin fee / account holder

$1,744

$3,712-53.0%

$4,622-62.3%

$4,296-59.4%

GEORGE LITTLE INVESTMENTS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEORGE LITTLE INVESTMENTS, INC. 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