Retirement plan

STERLING P. HOLLOWAY, III, INC. 401(K) PROFIT SHARING PLAN

Name: STERLING P. HOLLOWAY, III, INC. - STERLING P. HOLLOWAY, III, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: STERLING P. HOLLOWAY, III, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STERLING P. HOLLOWAY, III, INC. 401(K) PROFIT SHARING PLAN, STERLING P. HOLLOWAY, III, INC.

STERLING P. HOLLOWAY, III, INC.EIN 94-2535863Plan #002PY 2020

13245 BILL FRANCIS DRIVE - AUBURN, CA 95603530-878-1800

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+21.5% from 2019

Total participants

0.0% from 2019

Average account balance

$145,637

+21.5% from 2019

Annual return

10.82%

+5.58 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$233K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.59%

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 codes3D2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$31K

$2818 / participant

Other / not subdivided$31K100.0%

% of EOY assets

1.935%

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

$145,637

$115,814+25.8%

$101,275+43.8%

$158,982-8.4%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

10.82%

56.16%-45.3pp

46.48%-35.7pp

302.99%-292.2pp

Employer contribution / active EE

$11,053

$4,176+164.7%

$3,660+202.0%

$4,763+132.1%

Participant deferral / active EE

$4,541

$4,958-8.4%

$4,371+3.9%

$5,983-24.1%

Admin fee / account holder

$2,818

$7,249-61.1%

$5,948-52.6%

$11,252-75.0%

STERLING P. HOLLOWAY, III, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STERLING P. HOLLOWAY, III, 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