Retirement plan

AIR PUMP ENTERPRISES RETIREMENT PLAN

Name: AIR PUMP ENTERPRISES, INC. - AIR PUMP ENTERPRISES RETIREMENT PLAN (2021) Form 5500
Creator: AIR PUMP ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIR PUMP ENTERPRISES RETIREMENT PLAN, AIR PUMP ENTERPRISES, INC.

AIR PUMP ENTERPRISES, INC.EIN 47-4356186Plan #001PY 2021

PO BOX 280 - HERMOSA BEACH, CA 90254310-408-8827

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.1M

+22.2% from 2020

Total participants

+62.5% from 2020

Average account balance

$137,688

-8.4% from 2020

Annual return

19.04%

+13.82 pp from 2020

Benchmarks

See 8,357 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,357 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

68.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$189

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 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$145 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.145%

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

$137,688

$127,779+7.8%

$106,551+29.2%

$167,518-17.8%

Participation rate

54.5%

78.3%-23.7pp

76.1%-21.6pp

82.1%-27.6pp

Annual return

19.04%

33.87%-14.8pp

26.80%-7.8pp

478.71%-459.7pp

Employer contribution / active EE

$811

$3,427-76.3%

$2,819-71.2%

$4,838-83.2%

Participant deferral / active EE

$1,742

$5,088-65.8%

$4,398-60.4%

$6,342-72.5%

Admin fee / account holder

$200

$11,228-98.2%

$7,408-97.3%

$12,312-98.4%

AIR PUMP ENTERPRISES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIR PUMP ENTERPRISES RETIREMENT 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