Retirement plan

SMITH & BRECKENRIDGE, INC. RETIREMENT PLAN

Name: SMITH & BRECKENRIDGE, INC. - SMITH & BRECKENRIDGE, INC. RETIREMENT PLAN (2017) Form 5500
Creator: SMITH & BRECKENRIDGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH & BRECKENRIDGE, INC. RETIREMENT PLAN, SMITH & BRECKENRIDGE, INC.

SMITH & BRECKENRIDGE, INC.EIN 95-3590808Plan #001PY 2017

22605 LA PALMA AVENUE, SUITE 512 - YORBA LINDA, CA 92887714-692-8598

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$749K

+14.6% from 2016

Total participants

0.0% from 2016

Average account balance

$249,531

+14.6% from 2016

Annual return

6.19%

+2.52 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$434K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+3.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15337

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$249,531

$106,008+135.4%

$92,240+170.5%

$147,586+69.1%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

6.19%

50.05%-43.9pp

176.29%-170.1pp

578.59%-572.4pp

Employer contribution / active EE

$2,281

$4,333-47.4%

$3,680-38.0%

$4,876-53.2%

Participant deferral / active EE

$16,000

$4,478+257.3%

$3,897+310.6%

$5,439+194.2%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

SMITH & BRECKENRIDGE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SMITH & BRECKENRIDGE, INC. RETIREMENT 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