Retirement plan

ARCHITECTURE PLUS INFORMATION PC 401(K) RETIREMENT PLAN

Name: ARCHITECTURE PLUS INFORMATION PC - ARCHITECTURE PLUS INFORMATION PC 401(K) RETIREMENT PLAN (2020) Form 5500
Creator: ARCHITECTURE PLUS INFORMATION PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHITECTURE PLUS INFORMATION PC 401(K) RETIREMENT PLAN, ARCHITECTURE PLUS INFORMATION PC

ARCHITECTURE PLUS INFORMATION PCEIN 27-2918755Plan #001PY 2020

16 WEST 22ND STREET, 11TH FLOOR - NEW YORK, NY 10010212-460-9500architectureplusinformation.comLinkedIn51-200 employeesarchitecture & planning

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

+42.4% from 2019

Total participants

+3.3% from 2019

Average account balance

$42,123

+22.0% from 2019

Annual return

22.75%

-1.36 pp from 2019

Benchmarks

See 26,423 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,423 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.48M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

110

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$884K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2153

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 codes2E2G2J3D

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.
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

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

$2K

$30 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.057%

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

$42,123

$98,760-57.3%

$149,715-71.9%

$79,858-47.3%

Participation rate

85.1%

75.8%+9.3pp

82.5%+2.6pp

69.6%+15.4pp

Annual return

22.75%

27.43%-4.7pp

276.66%-253.9pp

31.72%-9.0pp

Employer contribution / active EE

$863

$3,217-73.2%

$4,645-81.4%

$2,471-65.1%

Participant deferral / active EE

$6,437

$5,681+13.3%

$6,842-5.9%

$3,740+72.1%

Admin fee / account holder

$24

$6,053-99.6%

$9,310-99.7%

$5,306-99.5%

ARCHITECTURE PLUS INFORMATION PC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHITECTURE PLUS INFORMATION PC 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