Retirement plan

LUNAR AUDIO VIDEO, LLC 401(K) PROFIT SHARING PLAN

Name: LUNAR AUDIO VIDEO, LLC - LUNAR AUDIO VIDEO, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: LUNAR AUDIO VIDEO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUNAR AUDIO VIDEO, LLC 401(K) PROFIT SHARING PLAN, LUNAR AUDIO VIDEO, LLC

LUNAR AUDIO VIDEO, LLCEIN 45-1044955Plan #001PY 2019

6 INDUSTRIAL ROAD, UNIT 7 - PEQUANNOCK, NJ 07440888-884-9455

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$443K

+50.4% from 2018

Total participants

+20.0% from 2018

Average account balance

$44,275

+35.3% from 2018

Annual return

28.55%

+36.84 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$520K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+66.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13830

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 codes2E2F2J2T3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$11K

$1147 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.591%

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

$44,275

$103,000-57.0%

$90,300-51.0%

$152,885-71.0%

Participation rate

80.0%

75.9%+4.1pp

73.3%+6.7pp

82.5%-2.5pp

Annual return

28.55%

95.19%-66.6pp

78.11%-49.6pp

345.39%-316.8pp

Employer contribution / active EE

$2,989

$3,138-4.8%

$2,854+4.7%

$4,763-37.2%

Participant deferral / active EE

$4,580

$4,281+7.0%

$3,884+17.9%

$5,851-21.7%

Admin fee / account holder

$1,147

$6,173-81.4%

$5,353-78.6%

$11,598-90.1%

LUNAR AUDIO VIDEO, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUNAR AUDIO VIDEO, LLC 401(K) 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