Retirement plan

SCA ENVIRONMENTAL, INC. PROFIT SHARING 401(K) PLAN

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

SCA ENVIRONMENTAL, INC.EIN 94-3154575Plan #002PY 2020

320 JUSTIN DRIVE - SAN FRANCISCO, CA 94112415-547-0572sca-enviro.comLinkedIn11-50 employeesenvironmental services

Other plans on this EIN

1 filing

#003Retirement-$818K assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+36.8% from 2019

Total participants

+37.5% from 2019

Average account balance

$126,779

-0.5% from 2019

Annual return

21.38%

+0.04 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

$2.58M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$326K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$660

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$53K

$6649 / participant

Other / not subdivided$53K100.0%

% of EOY assets

3.814%

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

$126,779

$165,399-23.3%

$149,745-15.3%

$158,982-20.3%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

21.38%

348.34%-327.0pp

276.72%-255.3pp

302.99%-281.6pp

Employer contribution / active EE

$12,196

$5,105+138.9%

$4,646+162.5%

$4,763+156.1%

Participant deferral / active EE

$14,095

$7,183+96.2%

$6,843+106.0%

$5,983+135.6%

Admin fee / account holder

$4,835

$10,811-55.3%

$9,312-48.1%

$11,252-57.0%

SCA ENVIRONMENTAL, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCA ENVIRONMENTAL, INC. PROFIT SHARING 401(K) 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