Retirement plan

SUPERIOR TRUCK LINES 401(K) PLAN

Name: SUPERIOR TRUCK LINES, INC. - SUPERIOR TRUCK LINES 401(K) PLAN (2017) Form 5500
Creator: SUPERIOR TRUCK LINES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR TRUCK LINES 401(K) PLAN, SUPERIOR TRUCK LINES, INC.

SUPERIOR TRUCK LINES, INC.EIN 95-4191845Plan #001PY 2017

P.O. BOX 307 - GUSTINE, CA 95322209-862-9430superiortruckline.comLinkedIn201-500 employeestransportation/trucking/railroad

Prospect flagsLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$899K

+89.3% from 2016

Total participants

137

+7.9% from 2016

Average account balance

$6,607

+76.7% from 2016

Annual return

22.95%

-7.90 pp from 2016

Benchmarks

See 1,029 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,029 peers

Snapshot2017

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

Not enough data

0 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

+3.19%

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

Top 1 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850	Recordkeeping	$1,288

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Contract admin$1K100.0%

% of EOY assets

0.143%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ATHERTON & ASSOCIATES, LLP
Auditor EIN: 941239084
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,607

$46,297-85.7%

$71,671-90.8%

$62,293-89.4%

Participation rate

99.2%

60.6%+38.6pp

68.7%+30.5pp

69.5%+29.7pp

Annual return

22.95%

22.32%+0.6pp

20.65%+2.3pp

28.90%-5.9pp

Employer contribution / active EE

$1,265

$1,412-10.4%

$2,460-48.6%

$2,042-38.1%

Participant deferral / active EE

$1,362

$2,235-39.1%

$3,438-60.4%

$3,169-57.0%

Admin fee / account holder

$461-97.9%

$5,558-99.8%

$479-98.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASSMUTUAL LIFE INSURANCE CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$1,288

SUPERIOR TRUCK LINES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERIOR TRUCK LINES 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