Retirement plan

A-1 AIRPORT LIMOUSINE SERVICES, INC. PROFIT SHARING PLAN

Name: A-1 AIRPORT LIMOUSINE SERVICES, INC. - A-1 AIRPORT LIMOUSINE SERVICES, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: A-1 AIRPORT LIMOUSINE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A-1 AIRPORT LIMOUSINE SERVICES, INC. PROFIT SHARING PLAN, A-1 AIRPORT LIMOUSINE SERVICES, INC.

A-1 AIRPORT LIMOUSINE SERVICES, INC.EIN 36-2737924Plan #001PY 2017

114 E. LAKE STREET, #101 - BLOOMINGDALE, IL 60108630-833-3788LinkedIn11-50 employeestelecommunications

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+25.9% from 2016

Total participants

-6.4% from 2016

Average account balance

$47,836

+35.2% from 2016

Annual return

20.28%

+13.81 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

44.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

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

+15.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$866

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$4K

$94 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.307%

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

$47,836

$53,127-10.0%

$86,597-44.8%

$70,131-31.8%

Participation rate

59.5%

65.3%-5.8pp

73.5%-14.0pp

69.5%-10.0pp

Annual return

20.28%

27.66%-7.4pp

964.96%-944.7pp

73.14%-52.9pp

Employer contribution / active EE

$2,068-100.0%

$2,840-100.0%

$2,342-100.0%

Participant deferral / active EE

$1,469

$2,696-45.5%

$3,609-59.3%

$3,332-55.9%

Admin fee / account holder

$147

$3,585-95.9%

$4,906-97.0%

$4,645-96.8%

A-1 AIRPORT LIMOUSINE SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A-1 AIRPORT LIMOUSINE SERVICES, INC. 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