Retirement plan

ARNOLD ELECTRONICS, INC. 401K PROFIT SHARING PLAN

Name: ARNOLD ELECTRONICS, INC. - ARNOLD ELECTRONICS, INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: ARNOLD ELECTRONICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARNOLD ELECTRONICS, INC. 401K PROFIT SHARING PLAN, ARNOLD ELECTRONICS, INC.

ARNOLD ELECTRONICS, INC.EIN 33-0875412Plan #001PY 2016

1907 NANCITA CIRCLE - PLACENTIA, CA 92870714-646-8343arnoldelectronics.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+21.2% from 2015

Total participants

-5.3% from 2015

Average account balance

$37,143

+27.9% from 2015

Annual return

6.44%

+8.14 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.46M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

88.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$341K

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

+14.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2338

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 codes2F2J3D

Plan features

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).
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

$5K

$141 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.358%

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

$37,143

$69,977-46.9%

$108,582-65.8%

$62,881-40.9%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

6.44%

10.73%-4.3pp

-51.70%+58.1pp

20.14%-13.7pp

Employer contribution / active EE

$1,642

$2,135-23.1%

$3,758-56.3%

$2,281-28.0%

Participant deferral / active EE

$3,287

$3,165+3.9%

$4,311-23.8%

$3,203+2.6%

Admin fee / account holder

$133

$5,076-97.4%

$7,645-98.3%

$4,296-96.9%

ARNOLD ELECTRONICS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARNOLD ELECTRONICS, INC. 401K PROFIT SHARING 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