Retirement plan

PLUTO CORPORATION PROFIT SHARING PLAN

Name: PLUTO CORP. DIVISION OF AHF INDUSTRIES - PLUTO CORPORATION PROFIT SHARING PLAN (2018) Form 5500
Creator: PLUTO CORP. DIVISION OF AHF INDUSTRIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUTO CORPORATION PROFIT SHARING PLAN, PLUTO CORP. DIVISION OF AHF INDUSTRIES

PLUTO CORP. DIVISION OF AHF INDUSTRIESEIN 35-1691540Plan #003PY 2018

P O BOX 391 - FRENCH LICK, IN 47432812-936-9988

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$2.3M

-11.0% from 2017

Total participants

158

+12.1% from 2017

Average account balance

$15,169

-20.3% from 2017

Annual return

-6.62%

-20.77 pp from 2017

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.93M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

207

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$160K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$105

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
HORAN CAPITAL ADVISORS4+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236	Investment Management	$9,121
FIFTH THIRD BANK RETIREMENT SERVICE4+ years Service code 19 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45243	Securities Custodian	$8,064
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 15 · EIN 31-1214674	Recordkeeping	$4,330

Plan features & details

Pension benefit codes2A2E2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$155 / participant

Investment mgmt$9K42.4%
Other / not subdivided$12K57.6%

% of EOY assets

0.927%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MCM CPAS & ADVISORS LLP
Auditor EIN: 271235638
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,169

$58,093-73.9%

$80,022-81.0%

$56,289-73.1%

Participation rate

96.4%

73.6%+22.8pp

75.8%+20.6pp

69.9%+26.6pp

Annual return

-6.62%

34.63%-41.3pp

11.22%-17.8pp

-9.96%+3.3pp

Employer contribution / active EE

$518

$1,933-73.2%

$2,468-79.0%

$2,111-75.4%

Participant deferral / active EE

$748

$3,136-76.2%

$3,686-79.7%

$3,350-77.7%

Admin fee / account holder

$141

$623-77.4%

$6,521-97.8%

$521-73.0%

Provider

Service type

Compensation

HORAN CAPITAL ADVISORS4+ years

Service code 28

4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236

Investment Management

$9,121

FIFTH THIRD BANK RETIREMENT SERVICE4+ years

Service code 19

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45243

Securities Custodian

$8,064

TRI-AD ACTUARIES, INC.1 year

Filed as: TRI-STATE PLAN ADMINISTRATION, INC.

Service code 15 · EIN 31-1214674

Recordkeeping

$4,330

PLUTO CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUTO CORPORATION 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