Retirement plan

AUTOMAX 401(K) PLAN

Name: AUTOMAX RECRUITING AND TRAINING, LLC - AUTOMAX 401(K) PLAN (2016) Form 5500
Creator: AUTOMAX RECRUITING AND TRAINING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTOMAX 401(K) PLAN, AUTOMAX RECRUITING AND TRAINING, LLC

AUTOMAX RECRUITING AND TRAINING, LLCEIN 26-4727042Plan #001PY 2016

116 CAMELOT CIRCLE - MAYS LANDING, NJ 08330800-878-5090

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$478K

+19.3% from 2015

Total participants

-9.1% from 2015

Average account balance

$47,815

-4.6% from 2015

Annual return

6.47%

+8.71 pp from 2015

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$527K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7901

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$50

$5 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.010%

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

$47,815

$65,712-27.2%

$57,196-16.4%

$273,972-82.5%

Participation rate

100.0%

78.3%+21.7pp

75.3%+24.7pp

83.0%+17.0pp

Annual return

6.47%

22.01%-15.5pp

14.59%-8.1pp

41.46%-35.0pp

Employer contribution / active EE

$2,179

$3,280-33.6%

$2,683-18.8%

$4,869-55.2%

Participant deferral / active EE

$2,968

$3,782-21.5%

$3,096-4.2%

$5,287-43.9%

Admin fee / account holder

$4,838-99.9%

$3,141-99.8%

$10,133-100.0%

AUTOMAX 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTOMAX 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