Retirement plan

APOLLO DISTRIBUTORS 401K PLAN

Name: SBU GROUP, LP DBA APOLLO DISTRIBUTORS - APOLLO DISTRIBUTORS 401K PLAN (2018) Form 5500
Creator: SBU GROUP, LP DBA APOLLO DISTRIBUTORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APOLLO DISTRIBUTORS 401K PLAN, SBU GROUP, LP DBA APOLLO DISTRIBUTORS

SBU GROUP, LP DBA APOLLO DISTRIBUTORSEIN 20-8752765Plan #001PY 2018

10510 ROCKLEY ROAD - HOUSTON, TX 77099832-431-5825

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$295K

+233.5% from 2015

Total participants

+60.0% from 2015

Average account balance

$147,724

+233.5% from 2015

Annual return

-3.89%

-1.22 pp from 2015

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$232K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

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

+14.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52313

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

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

$405

$51 / participant

Other / not subdivided$405100.0%

% of EOY assets

0.137%

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

$147,724

$135,645+8.9%

$110,243+34.0%

$135,380+9.1%

Participation rate

25.0%

83.5%-58.5pp

79.8%-54.8pp

82.6%-57.6pp

Annual return

-3.89%

513.24%-517.1pp

314.76%-318.7pp

519.81%-523.7pp

Employer contribution / active EE

$4,907-100.0%

$3,827-100.0%

$4,779-100.0%

Participant deferral / active EE

$6,000

$5,507+9.0%

$4,672+28.4%

$5,609+7.0%

Admin fee / account holder

$203

$11,458-98.2%

$8,548-97.6%

$10,828-98.1%

APOLLO DISTRIBUTORS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APOLLO DISTRIBUTORS 401K 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