Retirement plan

SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN

Name: SPECIALTY DOORS & AUTOMATION, INC. - SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#003Retirement-$857K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+18.8% from 2019

Total participants

+28.6% from 2019

Average account balance

$117,735

-7.6% from 2019

Annual return

9.82%

-3.45 pp from 2019

Benchmarks

See 14,142 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,142 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+11.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18824

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

$21K

$2323 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.973%

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

$117,735

$109,327+7.7%

$89,391+31.7%

$158,931-25.9%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

9.82%

345.68%-335.9pp

245.62%-235.8pp

302.86%-293.0pp

Employer contribution / active EE

$2,399

$3,170-24.3%

$2,586-7.2%

$4,761-49.6%

Participant deferral / active EE

$8,814

$4,598+91.7%

$3,890+126.6%

$5,982+47.3%

Admin fee / account holder

$2,323

$6,153-62.2%

$4,881-52.4%

$11,247-79.3%

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