Retirement plan

EMPLOYEE BENEFIT PLAN OF GUARDIAN HELICOPTERS, INC.

Name: GUARDIAN HELICOPTERS, INC. - EMPLOYEE BENEFIT PLAN OF GUARDIAN HELICOPTERS, INC. (2018) Form 5500
Creator: GUARDIAN HELICOPTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GUARDIAN HELICOPTERS, INC., GUARDIAN HELICOPTERS, INC.

GUARDIAN HELICOPTERS, INC.EIN 01-0611515Plan #001PY 2018

67 D ST. - FILLMORE, CA 930151668818-442-9904guardianhelmets.comLinkedIn11-50 employeesmedical devices

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$160K

+19.9% from 2017

Total participants

+20.0% from 2017

Average account balance

$26,664

-0.1% from 2017

Annual return

-5.26%

-2.76 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

84.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$302K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4864

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 codes2F3D

Plan features

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).
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

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

$12K

$2399 / participant

Other / not subdivided$12K100.0%

% of EOY assets

7.499%

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

$26,664

$85,790-68.9%

$67,313-60.4%

$135,380-80.3%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-5.26%

-0.54%-4.7pp

-4.08%-1.2pp

519.81%-525.1pp

Employer contribution / active EE

$3,353

$3,487-3.8%

$2,566+30.7%

$4,779-29.8%

Participant deferral / active EE

$5,746

$4,651+23.5%

$3,568+61.0%

$5,609+2.4%

Admin fee / account holder

$2,000

$6,392-68.7%

$4,507-55.6%

$10,828-81.5%

EMPLOYEE BENEFIT PLAN OF GUARDIAN HELICOPTERS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GUARDIAN HELICOPTERS, INC.

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