Retirement plan

ACCESS SOIL DRILLING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ACCESS SOIL DRILLING, INC. - ACCESS SOIL DRILLING, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: ACCESS SOIL DRILLING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCESS SOIL DRILLING, INC. 401(K) PROFIT SHARING PLAN AND TRUST, ACCESS SOIL DRILLING, INC.

ACCESS SOIL DRILLING, INC.EIN 94-3097746Plan #002PY 2020

1306 S DELAWARE - SAN MATEO, CA 94402650-345-5617accesssoildrilling.comLinkedIn1-10 employeesenvironmental services

Other plans on this EIN

1 filing

#001Retirement-$778K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+85.4% from 2019

Total participants

-12.5% from 2019

Average account balance

$191,222

+111.9% from 2019

Annual return

77.23%

+59.69 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

$57K

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

+5.69%

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$92

$13 / participant

Other / not subdivided$92100.0%

% of EOY assets

0.007%

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

$191,222

$165,399+15.6%

$149,745+27.7%

$158,982+20.3%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

77.23%

348.34%-271.1pp

276.72%-199.5pp

302.99%-225.8pp

Employer contribution / active EE

$1,439

$5,105-71.8%

$4,646-69.0%

$4,763-69.8%

Participant deferral / active EE

$6,993

$7,183-2.6%

$6,843+2.2%

$5,983+16.9%

Admin fee / account holder

$13

$10,811-99.9%

$9,312-99.9%

$11,252-99.9%

ACCESS SOIL DRILLING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCESS SOIL DRILLING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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