Retirement plan

STRUCTURAL INTEGRITY ASSOCIATES 401(K) PLAN

Name: STRUCTURAL INTEGRITY ASSOCIATES, INC. - STRUCTURAL INTEGRITY ASSOCIATES 401(K) PLAN (2018) Form 5500
Creator: STRUCTURAL INTEGRITY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRUCTURAL INTEGRITY ASSOCIATES 401(K) PLAN, STRUCTURAL INTEGRITY ASSOCIATES, INC.

STRUCTURAL INTEGRITY ASSOCIATES, INC.EIN 94-2872355Plan #004PY 2018

5215 HELLYER AVENUE, SUITE 210 - SAN JOSE, CA 951381025408-978-8200anatech.comLinkedIn51-200 employeescivil engineering

Other plans on this EIN

1 filing

#005Retirement-$20.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$20.7M

-4.3% from 2017

Total participants

311

-2.2% from 2017

Average account balance

$89,188

-3.1% from 2017

Annual return

-4.07%

-17.73 pp from 2017

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$68.08M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

313

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+59.97%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782	Shareholder Servicing	$6,536

Plan features & details

Pension benefit codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,188

$75,388+18.3%

$123,552-27.8%

$55,725+60.1%

Participation rate

68.5%

75.7%-7.1pp

82.3%-13.8pp

70.9%-2.3pp

Annual return

-4.07%

4.48%-8.5pp

119.20%-123.3pp

244.93%-249.0pp

Employer contribution / active EE

$3,063-100.0%

$4,628-100.0%

$2,078-100.0%

Participant deferral / active EE

$8,402

$5,651+48.7%

$6,426+30.8%

$3,356+150.4%

Admin fee / account holder

$120-100.0%

$9,285-100.0%

$115-100.0%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.4+ years

Service code 59 · EIN 94-1737782

Shareholder Servicing

$6,536

STRUCTURAL INTEGRITY ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STRUCTURAL INTEGRITY ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion