Retirement plan

ALL MOBILE VIDEO, INC. 401(K) PLAN

Name: ALL MOBILE VIDEO, INC. - ALL MOBILE VIDEO, INC. 401(K) PLAN (2020) Form 5500
Creator: ALL MOBILE VIDEO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL MOBILE VIDEO, INC. 401(K) PLAN, ALL MOBILE VIDEO, INC.

ALL MOBILE VIDEO, INC.EIN 13-2868302Plan #002PY 2020

221 WEST 26TH STREET - NEW YORK, NY 10001212-727-1234allmobilevideo.comLinkedIn51-200 employeesbroadcast media

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$23.7M

+24.6% from 2019

Total participants

135

0.0% from 2019

Average account balance

$249,829

+28.5% from 2019

Annual return

22.06%

-4.65 pp from 2019

Benchmarks

See 37 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Cohort37 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.32M

Not enough data

1 years with asset history on file

Average account balance

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

$381K

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.

101.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$849K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+22.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3640

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$520

$5 / participant

Other / not subdivided$520100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SAMUEL GOLDSTEIN & CO., P.C.
Auditor EIN: 112478817
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$249,829

$164,447+51.9%

$100,535+148.5%

Participation rate

59.6%

80.0%-20.5pp

79.4%-19.8pp

Annual return

22.06%

24.40%-2.3pp

30.90%-8.8pp

Employer contribution / active EE

$2,075-100.0%

$3,419-100.0%

Participant deferral / active EE

$7,487

$7,296+2.6%

$6,271+19.4%

Admin fee / account holder

$1,510-99.6%

$8,085-99.9%

ALL MOBILE VIDEO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL MOBILE VIDEO, INC. 401(K) 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