Retirement plan

AUDIO VIDEO EXPORT LLC 401(K) RETIREMENT PLAN

Name: AUDIO VIDEO EXPORT LLC - AUDIO VIDEO EXPORT LLC 401(K) RETIREMENT PLAN (2020) Form 5500
Creator: AUDIO VIDEO EXPORT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUDIO VIDEO EXPORT LLC 401(K) RETIREMENT PLAN, AUDIO VIDEO EXPORT LLC

AUDIO VIDEO EXPORT LLCEIN 20-4684121Plan #001PY 2020

10100 NW 116TH WAY STE 18 - MEDLEY, FL 331781164305-885-3821av-export.comLinkedIn11-50 employeesconsumer electronics

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$751K

+46.5% from 2019

Total participants

+22.2% from 2019

Average account balance

$83,477

+46.5% from 2019

Annual return

33.25%

+6.94 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1624

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$8K

$854 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.023%

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

$83,477

$162,812-48.7%

$133,971-37.7%

$158,966-47.5%

Participation rate

77.8%

83.2%-5.4pp

79.8%-2.1pp

82.0%-4.2pp

Annual return

33.25%

41.94%-8.7pp

45.09%-11.8pp

302.95%-269.7pp

Employer contribution / active EE

$2,645

$4,976-46.8%

$3,919-32.5%

$4,762-44.5%

Participant deferral / active EE

$5,105

$5,910-13.6%

$5,047+1.1%

$5,983-14.7%

Admin fee / account holder

$854

$11,741-92.7%

$8,929-90.4%

$11,250-92.4%

AUDIO VIDEO EXPORT LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUDIO VIDEO EXPORT LLC 401(K) 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