Retirement plan

JACKSON TIRE SERVICE, INC. 401(K) PROFIT SHARING PLAN

Name: JACKSON TIRE SERVICE, INC. - JACKSON TIRE SERVICE, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: JACKSON TIRE SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON TIRE SERVICE, INC. 401(K) PROFIT SHARING PLAN, JACKSON TIRE SERVICE, INC.

JACKSON TIRE SERVICE, INC.EIN 94-2295698Plan #001PY 2021

801 S. HIGHWAY 49 - JACKSON, CA 95642209-223-3000leesperformancetire.comLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+13.4% from 2020

Total participants

-12.5% from 2020

Average account balance

$128,483

+29.6% from 2020

Annual return

11.73%

+2.65 pp from 2020

Benchmarks

See 19,956 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,956 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 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

+18.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$127K

$15818 / participant

Other / not subdivided$127K100.0%

% of EOY assets

7.035%

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

$128,483

$118,877+8.1%

$96,570+33.0%

$167,536-23.3%

Participation rate

100.0%

75.5%+24.5pp

69.8%+30.2pp

82.1%+17.9pp

Annual return

11.73%

50.50%-38.8pp

37.79%-26.1pp

478.82%-467.1pp

Employer contribution / active EE

$9,375

$3,121+200.4%

$2,357+297.7%

$4,839+93.7%

Participant deferral / active EE

$7,792

$4,617+68.8%

$3,849+102.4%

$6,342+22.9%

Admin fee / account holder

$9,039

$8,069+12.0%

$6,182+46.2%

$12,315-26.6%

JACKSON TIRE SERVICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON TIRE SERVICE, 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