Retirement plan

FELIX AGRANOVICH AND ASSOCIATES, INC. RETIREMENT PLAN

Name: FELIX AGRANOVICH AND ASSOCIATES, INC. - FELIX AGRANOVICH AND ASSOCIATES, INC. RETIREMENT PLAN (2020) Form 5500
Creator: FELIX AGRANOVICH AND ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FELIX AGRANOVICH AND ASSOCIATES, INC. RETIREMENT PLAN, FELIX AGRANOVICH AND ASSOCIATES, INC.

FELIX AGRANOVICH AND ASSOCIATES, INC.EIN 20-3787020Plan #002PY 2020

2113 S. YALE ST - SANTA ANA, CA 92704949-481-5104

Other plans on this EIN

1 filing

#001Retirement-$2.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$981K

+41.6% from 2019

Total participants

+17.5% from 2019

Average account balance

$20,869

+17.5% from 2019

Annual return

15.71%

-2.31 pp from 2019

Benchmarks

See 16,249 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,249 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

205.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+6.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1901

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

$6K

$224 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.640%

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

$20,869

$72,273-71.1%

$101,275-79.4%

$79,856-73.9%

Participation rate

100.0%

68.5%+31.5pp

75.8%+24.2pp

69.6%+30.4pp

Annual return

15.71%

22.30%-6.6pp

46.48%-30.8pp

31.71%-16.0pp

Employer contribution / active EE

$4,576

$2,691+70.0%

$3,660+25.0%

$2,471+85.2%

Participant deferral / active EE

$2,057

$3,282-37.3%

$4,371-52.9%

$3,741-45.0%

Admin fee / account holder

$134

$4,401-97.0%

$5,948-97.8%

$5,306-97.5%

FELIX AGRANOVICH AND ASSOCIATES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FELIX AGRANOVICH AND ASSOCIATES, INC. RETIREMENT 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