Retirement plan

AUTO SPORTSYSTEMS GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Name: AUTO SPORTSYSTEMS GROUP LLC - AUTO SPORTSYSTEMS GROUP LLC 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: AUTO SPORTSYSTEMS GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTO SPORTSYSTEMS GROUP LLC 401 K PROFIT SHARING PLAN TRUST, AUTO SPORTSYSTEMS GROUP LLC

AUTO SPORTSYSTEMS GROUP LLCEIN 54-1742417Plan #001PY 2016

2810 DORR AVE STE F - FAIRFAX, VA 220311513703-876-2811autosportsystems.netLinkedIn1-10 employeesautomotive

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$268K

+11.4% from 2015

Total participants

0.0% from 2015

Average account balance

$44,633

+29.9% from 2015

Annual return

4.57%

+9.53 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$668K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+22.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14168

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 codes2E2F2G2J2T3D

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.
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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$551

$110 / participant

Other / not subdivided$551100.0%

% of EOY assets

0.206%

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

$44,633

$90,486-50.7%

$78,676-43.3%

$273,972-83.7%

Participation rate

80.0%

76.5%+3.5pp

73.6%+6.4pp

83.0%-3.0pp

Annual return

4.57%

75.62%-71.0pp

62.19%-57.6pp

41.46%-36.9pp

Employer contribution / active EE

$1,272

$3,175-59.9%

$2,850-55.4%

$4,869-73.9%

Participant deferral / active EE

$2,097

$3,901-46.3%

$3,517-40.4%

$5,287-60.3%

Admin fee / account holder

$92

$5,263-98.3%

$4,510-98.0%

$10,133-99.1%

AUTO SPORTSYSTEMS GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTO SPORTSYSTEMS GROUP LLC 401 K PROFIT SHARING PLAN TRUST

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