Retirement plan

ADS GOLD 401(K) PLAN

Name: ADS GOLD - ADS GOLD 401(K) PLAN (2020) Form 5500
Creator: ADS GOLD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADS GOLD 401(K) PLAN, ADS GOLD

ADS GOLDEIN 33-0005090Plan #001PY 2020

3843 E EAGLE DR - ANAHEIM, CA 92807714-680-4804adsgold.comLinkedIn1-10 employeesmining & metals

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$205K

+135.6% from 2019

Total participants

+10.5% from 2019

Average account balance

$10,235

+123.8% from 2019

Annual return

38.89%

+38.89 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

$749K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

105.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$704

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 codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$10,235

$162,812-93.7%

$133,971-92.4%

$158,966-93.6%

Participation rate

95.2%

83.2%+12.0pp

79.8%+15.4pp

82.0%+13.3pp

Annual return

38.89%

41.94%-3.1pp

45.09%-6.2pp

302.95%-264.1pp

Employer contribution / active EE

$1,702

$4,976-65.8%

$3,919-56.6%

$4,762-64.3%

Participant deferral / active EE

$2,298

$5,910-61.1%

$5,047-54.5%

$5,983-61.6%

Admin fee / account holder

$11,741-100.0%

$8,929-100.0%

$11,250-100.0%

ADS GOLD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ADS GOLD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion