Retirement plan

DELTAMAX FREIGHT SYSTEM/SCL 401(K) PLAN

Name: DELTAMAX FREIGHT SYSTEM CORP - DELTAMAX FREIGHT SYSTEM/SCL 401(K) PLAN (2016) Form 5500
Creator: DELTAMAX FREIGHT SYSTEM CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTAMAX FREIGHT SYSTEM/SCL 401(K) PLAN, DELTAMAX FREIGHT SYSTEM CORP

DELTAMAX FREIGHT SYSTEM CORPEIN 95-4056644Plan #001PY 2016

10834 SOUTH LA CIENEGA BOULEVARD - INGLEWOOD, CA 903041113310-338-1411deltamax.comLinkedIn11-50 employeespackage/freight delivery

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.8M

No prior year

Total participants

No prior year

Average account balance

$166,691

No prior year

Annual return

6.61%

No prior year

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.87M

Not enough data

1 years with asset history on file

Average account balance

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

$244K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24737

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

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

$205

$10 / participant

Other / not subdivided$205100.0%

% of EOY assets

0.005%

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

$166,691

$83,337+100.0%

$67,834+145.7%

$273,972-39.2%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

6.61%

259.45%-252.8pp

138.47%-131.9pp

41.46%-34.8pp

Employer contribution / active EE

$3,483

$3,287+6.0%

$2,403+44.9%

$4,869-28.5%

Participant deferral / active EE

$5,999

$4,088+46.7%

$3,160+89.8%

$5,287+13.5%

Admin fee / account holder

$6,752-99.9%

$4,622-99.8%

$10,133-99.9%

DELTAMAX FREIGHT SYSTEM/SCL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELTAMAX FREIGHT SYSTEM/SCL 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