Retirement plan

ADVANTAGE OFFICE PRODUCTS, INC. 401(K) PLAN

Name: ADVANTAGE OFFICE PRODUCTS INC DBA ADVANTAGE OFFICE SOLUTIONS - ADVANTAGE OFFICE PRODUCTS, INC. 401(K) PLAN (2015) Form 5500
Creator: ADVANTAGE OFFICE PRODUCTS INC DBA ADVANTAGE OFFICE SOLUTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANTAGE OFFICE PRODUCTS, INC. 401(K) PLAN, ADVANTAGE OFFICE PRODUCTS INC DBA ADVANTAGE OFFICE SOLUTIONS

ADVANTAGE OFFICE PRODUCTS INC DBA ADVANTAGE OFFICE SOLUTIONSEIN 58-2011597Plan #001PY 2015

65 LEGGETT DRIVE - VILLA RICA, GA 30180770-830-6868LinkedIn11-50 employeespaper & forest products

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$460K

No prior year

Total participants

No prior year

Average account balance

$32,837

No prior year

Annual return

10.59%

No prior year

Benchmarks

See 5,785 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort5,785 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$935K

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

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

+6.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16715

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

$4K

$321 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.909%

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

$32,837

$97,881-66.5%

$80,004-59.0%

$125,389-73.8%

Participation rate

100.0%

77.9%+22.1pp

73.0%+27.0pp

83.2%+16.8pp

Annual return

10.59%

9.36%+1.2pp

7.63%+3.0pp

282.24%-271.6pp

Employer contribution / active EE

$1,531

$3,128-51.1%

$2,473-38.1%

$4,866-68.5%

Participant deferral / active EE

$2,270

$3,744-39.4%

$3,204-29.1%

$5,352-57.6%

Admin fee / account holder

$299

$6,278-95.2%

$5,033-94.1%

$9,541-96.9%

ADVANTAGE OFFICE PRODUCTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANTAGE OFFICE PRODUCTS, INC. 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