Retirement plan

ARMON CAPITAL CORP 401(K) PLAN

Name: ARMON CAPITAL CORP - ARMON CAPITAL CORP 401(K) PLAN (2019) Form 5500
Creator: ARMON CAPITAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARMON CAPITAL CORP 401(K) PLAN, ARMON CAPITAL CORP

ARMON CAPITAL CORPEIN 46-2125418Plan #002PY 2019

280 S. BEVERLY DRIVE, SUITE 407 - BEVERLY HILLS, CA 90212818-760-3550

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+13.9% from 2018

Total participants

0.0% from 2018

Average account balance

$356,655

No prior year

Annual return

9.20%

+11.90 pp from 2018

Benchmarks

See 31,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,989 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$559K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+4.78%

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

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$95

$32 / participant

Other / not subdivided$95100.0%

% of EOY assets

0.009%

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

$356,655

$184,000+93.8%

$162,185+119.9%

$152,909+133.2%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

9.20%

150.80%-141.6pp

115.61%-106.4pp

345.46%-336.3pp

Employer contribution / active EE

$1,973

$6,370-69.0%

$5,613-64.8%

$4,764-58.6%

Participant deferral / active EE

$12,667

$8,033+57.7%

$7,297+73.6%

$5,851+116.5%

Admin fee / account holder

$32

$13,124-99.8%

$10,844-99.7%

$11,601-99.7%

ARMON CAPITAL CORP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARMON CAPITAL CORP 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