Retirement plan

U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: U.S. POLE COMPANY, INC. - U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: U.S. POLE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, U.S. POLE COMPANY, INC.

U.S. POLE COMPANY, INC.EIN 95-3939062Plan #003PY 2018

660 WEST AVENUE O - PALMDALE, CA 93551661-233-2000LinkedIn1-10 employeesairlines/aviation

Other plans on this EIN

1 filing

#001Retirement-$3.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.3M

+28.2% from 2017

Total participants

166

+0.6% from 2017

Average account balance

$92,295

+27.5% from 2017

Annual return

21.25%

-30.58 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

211

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$907K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

-54.52%

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

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$60

$0 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FARBER HASS HURLEY LLP
Auditor EIN: 204207759
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,295

$44,873+105.7%

$79,467+16.1%

$56,289+64.0%

Participation rate

100.0%

68.7%+31.3pp

73.3%+26.7pp

69.9%+30.1pp

Annual return

21.25%

0.81%+20.4pp

718.30%-697.1pp

-9.96%+31.2pp

Employer contribution / active EE

$7,260

$2,140+239.2%

$2,800+159.2%

$2,111+243.9%

Participant deferral / active EE

$2,746-100.0%

$3,704-100.0%

$3,350-100.0%

Admin fee / account holder

$418-99.9%

$5,104-100.0%

$521-99.9%

U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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