Retirement plan

ALLEGIANT POWER, LLC PROFIT SHARING / 401K PLAN

Name: ALLEGIANT POWER, LLC - ALLEGIANT POWER, LLC PROFIT SHARING / 401K PLAN (2020) Form 5500
Creator: ALLEGIANT POWER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEGIANT POWER, LLC PROFIT SHARING / 401K PLAN, ALLEGIANT POWER, LLC

ALLEGIANT POWER, LLCEIN 47-1183164Plan #001PY 2020

2180 IMMOKALEE ROAD, SUITE 205 - NAPLES, FL 34110901-674-0989allegiantpower.comLinkedIn1-10 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$472K

+48.7% from 2019

Total participants

-11.1% from 2019

Average account balance

$59,010

+67.3% from 2019

Annual return

17.84%

-6.62 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$761K

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26057

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$191

$24 / participant

Other / not subdivided$191100.0%

% of EOY assets

0.040%

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

$59,010

$162,812-63.8%

$133,971-56.0%

$158,966-62.9%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

17.84%

41.94%-24.1pp

45.09%-27.3pp

302.95%-285.1pp

Employer contribution / active EE

$3,778

$4,976-24.1%

$3,919-3.6%

$4,762-20.7%

Participant deferral / active EE

$8,496

$5,910+43.7%

$5,047+68.3%

$5,983+42.0%

Admin fee / account holder

$24

$11,741-99.8%

$8,929-99.7%

$11,250-99.8%

ALLEGIANT POWER, LLC PROFIT SHARING / 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEGIANT POWER, LLC PROFIT SHARING / 401K 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