Retirement plan

ALLIED INVESTMENT ADVISORS 401(K) PLAN

Name: ALLIED INVESTMENT ADVISORS LLC - ALLIED INVESTMENT ADVISORS 401(K) PLAN (2016) Form 5500
Creator: ALLIED INVESTMENT ADVISORS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIED INVESTMENT ADVISORS 401(K) PLAN, ALLIED INVESTMENT ADVISORS LLC

ALLIED INVESTMENT ADVISORS LLCEIN 45-3171273Plan #001PY 2016

1648 POLY DRIVE, SUITE 102 - BILLINGS, MT 59102406-839-2035alliedinvest.netLinkedIn1-10 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$837K

No prior year

Total participants

No prior year

Average account balance

$167,422

No prior year

Annual return

16.55%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.66M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$406K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+16.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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 codes2E2J3D

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$166

$33 / participant

Other / not subdivided$166100.0%

% of EOY assets

0.020%

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

$167,422

$153,769+8.9%

$133,975+25.0%

$273,972-38.9%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

16.55%

36.51%-20.0pp

29.29%-12.7pp

41.46%-24.9pp

Employer contribution / active EE

$4,445

$6,029-26.3%

$5,211-14.7%

$4,869-8.7%

Participant deferral / active EE

$14,594

$6,958+109.7%

$6,282+132.3%

$5,287+176.0%

Admin fee / account holder

$33

$11,765-99.7%

$9,324-99.6%

$10,133-99.7%

ALLIED INVESTMENT ADVISORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIED INVESTMENT ADVISORS 401(K) 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