Retirement plan

SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN

Name: SPECIALTY DOORS & AUTOMATION, INC. - SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN (2018) 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 2018

4700 LONG BEACH BLVD - LONG BEACH, CA 908056932310-647-7999LinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$578K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$764K

-5.7% from 2017

Total participants

-40.0% from 2017

Average account balance

$127,291

+57.1% from 2017

Annual return

-5.43%

-14.61 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$89K

$14819 / participant

Other / not subdivided$89K100.0%

% of EOY assets

11.641%

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

$127,291

$95,188+33.7%

$76,518+66.4%

$135,380-6.0%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-5.43%

4.85%-10.3pp

-0.27%-5.2pp

519.81%-525.2pp

Employer contribution / active EE

$3,832

$3,303+16.0%

$2,647+44.8%

$4,779-19.8%

Participant deferral / active EE

$10,568

$4,640+127.8%

$3,836+175.5%

$5,609+88.4%

Admin fee / account holder

$14,819

$6,249+137.1%

$4,849+205.6%

$10,828+36.9%

SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIALTY DOORS & AUTOMATION, INC. 401K 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