Retirement plan

AZTEC SOLAR, INC. 401(K) PLAN

Name: AZTEC SOLAR, INC. - AZTEC SOLAR, INC. 401(K) PLAN (2024) Form 5500
Creator: AZTEC SOLAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AZTEC SOLAR, INC. 401(K) PLAN, AZTEC SOLAR, INC.

AZTEC SOLAR, INC.EIN 26-2397527Plan #002PY 2024

11370 TRADE CENTER DRIVE, SUITE 1 - SACRAMENTO, CA 95742916-853-2700aztecsolar.comLinkedIn11-50 employeesrenewables & environment

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+18.3% from 2023

Total participants

+17.0% from 2023

Average account balance

$36,584

-1.1% from 2023

Annual return

9.05%

-2.07 pp from 2023

Benchmarks

See 9,332 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,332 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

177.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

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

+9.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$168

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9K

$298 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.460%

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

$36,584

$71,230-48.6%

$93,727-61.0%

$80,959-54.8%

Participation rate

100.0%

60.4%+39.6pp

68.7%+31.3pp

67.7%+32.3pp

Annual return

9.05%

11.26%-2.2pp

133.83%-124.8pp

35.67%-26.6pp

Employer contribution / active EE

$2,304

$1,565+47.2%

$2,421-4.9%

$2,757-16.5%

Participant deferral / active EE

$3,048

$4,037-24.5%

$4,417-31.0%

$4,300-29.1%

Admin fee / account holder

$168

$6,961-97.6%

$8,292-98.0%

$6,925-97.6%

AZTEC SOLAR, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AZTEC SOLAR, 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