Retirement plan

SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN

Name: SPECIALTY DOORS & AUTOMATION, INC. - SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN (2015) Form 5500
Creator: SPECIALTY DOORS & AUTOMATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN, SPECIALTY DOORS & AUTOMATION, INC.

SPECIALTY DOORS & AUTOMATION, INC.EIN 95-4653065Plan #002PY 2015

2372 E PACIFICA PL - RANCHO DOMINGUEZ, CA 902206214310-647-7999LinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$279K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$574K

No prior year

Total participants

No prior year

Average account balance

$52,185

No prior year

Annual return

-2.45%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+8.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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 codes2E2J

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.

Opportunity flags

0 tripped

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

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

$52,185

$84,518-38.3%

$67,704-22.9%

$125,389-58.4%

Participation rate

100.0%

74.8%+25.2pp

67.5%+32.5pp

83.2%+16.8pp

Annual return

-2.45%

2.57%-5.0pp

25.41%-27.9pp

282.24%-284.7pp

Employer contribution / active EE

$1,922

$3,292-41.6%

$2,559-24.9%

$4,866-60.5%

Participant deferral / active EE

$6,648

$4,430+50.1%

$3,585+85.4%

$5,352+24.2%

Admin fee / account holder

$5,340-100.0%

$4,255-100.0%

$9,541-100.0%

SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SPECIALTY DOORS & AUTOMATION, INC. 401K 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