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 (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$908K

-28.1% from 2019

Total participants

-16.7% from 2019

Average account balance

$181,630

-13.7% from 2019

Annual return

9.69%

-15.84 pp from 2019

Benchmarks

See 7,946 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,946 peers

Snapshot2020

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$546K

$136401 / participant

Other / not subdivided$546K100.0%

% of EOY assets

60.079%

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

$181,630

$121,625+49.3%

$104,607+73.6%

$158,922+14.3%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

9.69%

465.26%-455.6pp

340.46%-330.8pp

302.83%-293.1pp

Employer contribution / active EE

$13,768

$3,163+335.3%

$2,681+413.6%

$4,761+189.2%

Participant deferral / active EE

$3,185

$4,177-23.8%

$3,740-14.8%

$5,982-46.8%

Admin fee / account holder

$109,121

$7,787+1301.4%

$6,473+1585.7%

$11,246+870.3%

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