Retirement plan

QUALITY GENERAL, INC. 401K PROFIT SHARING PLAN

Name: QUALITY GENERAL, INC. - QUALITY GENERAL, INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: QUALITY GENERAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUALITY GENERAL, INC. 401K PROFIT SHARING PLAN, QUALITY GENERAL, INC.

QUALITY GENERAL, INC.EIN 99-0240083Plan #001PY 2016

99-1219 IWAENA STREET - AIEA, HI 967015630808-487-3614qualitygeneral.comLinkedIn11-50 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$5.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+10.3% from 2015

Total participants

+4.5% from 2015

Average account balance

$206,426

+5.5% from 2015

Annual return

7.14%

+10.70 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.53M

Not enough data

1 years with asset history on file

Average account balance

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

$305K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$372K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3252

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

$67K

$3195 / participant

Other / not subdivided$67K100.0%

% of EOY assets

1.413%

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

$206,426

$99,345+107.8%

$84,753+143.6%

$273,972-24.7%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

7.14%

22.93%-15.8pp

22.78%-15.6pp

41.46%-34.3pp

Employer contribution / active EE

$3,866

$4,214-8.3%

$3,574+8.1%

$4,869-20.6%

Participant deferral / active EE

$2,655

$4,270-37.8%

$3,712-28.5%

$5,287-49.8%

Admin fee / account holder

$2,918

$6,645-56.1%

$5,333-45.3%

$10,133-71.2%

QUALITY GENERAL, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUALITY GENERAL, INC. 401K PROFIT SHARING 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