Retirement plan

EMPLOYEE BENEFIT PLAN OF GUARDIAN HELICOPTERS, INC.

Name: GUARDIAN HELICOPTERS, INC. - EMPLOYEE BENEFIT PLAN OF GUARDIAN HELICOPTERS, INC. (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$504K

+60.5% from 2020

Total participants

+22.2% from 2020

Average account balance

$45,854

+31.3% from 2020

Annual return

13.98%

+6.75 pp from 2020

Benchmarks

See 7,539 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,539 peers

Snapshot2021

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 codes2F2G3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$24

$3 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.005%

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

$45,854

$104,664-56.2%

$85,693-46.5%

$167,518-72.6%

Participation rate

100.0%

76.4%+23.6pp

69.9%+30.1pp

82.1%+17.9pp

Annual return

13.98%

21.45%-7.5pp

21.49%-7.5pp

478.71%-464.7pp

Employer contribution / active EE

$5,602

$3,337+67.9%

$2,618+114.0%

$4,838+15.8%

Participant deferral / active EE

$10,643

$4,824+120.6%

$3,923+171.3%

$6,342+67.8%

Admin fee / account holder

$10,032-100.0%

$6,874-100.0%

$12,312-100.0%

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