Retirement plan

A.A.A. ACME LOCK COMPANY, INC. PROFIT SHARING PLAN

Name: A.A.A. ACME LOCK COMPANY, INC. - A.A.A. ACME LOCK COMPANY, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: A.A.A. ACME LOCK COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.A.A. ACME LOCK COMPANY, INC. PROFIT SHARING PLAN, A.A.A. ACME LOCK COMPANY, INC.

A.A.A. ACME LOCK COMPANY, INC.EIN 39-1692935Plan #001PY 2018

1319 N. 12TH STREET, PO BOX 05500 - MILWAUKEE, WI 532050500414-342-1290

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$952K

-1.0% from 2017

Total participants

0.0% from 2017

Average account balance

$190,447

-1.0% from 2017

Annual return

-6.79%

-24.86 pp from 2017

Benchmarks

See 7,522 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,522 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$458K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$216

$43 / participant

Other / not subdivided$216100.0%

% of EOY assets

0.023%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$190,447

$107,791+76.7%

$90,645+110.1%

$135,375+40.7%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

-6.79%

-0.90%-5.9pp

1.88%-8.7pp

519.73%-526.5pp

Employer contribution / active EE

$8,557

$3,018+183.5%

$2,532+238.0%

$4,779+79.1%

Participant deferral / active EE

$2,638

$3,872-31.9%

$3,425-23.0%

$5,609-53.0%

Admin fee / account holder

$43

$5,930-99.3%

$4,994-99.1%

$10,827-99.6%

A.A.A. ACME LOCK COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A.A.A. ACME LOCK COMPANY, 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