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 (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$611K

+20.4% from 2016

Total participants

-7.7% from 2016

Average account balance

$50,917

+30.5% from 2016

Annual return

12.81%

+5.87 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$483 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.948%

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

$50,917

$113,338-55.1%

$94,993-46.4%

$147,586-65.5%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

12.81%

20.80%-8.0pp

27.14%-14.3pp

578.59%-565.8pp

Employer contribution / active EE

$1,520

$3,160-51.9%

$2,603-41.6%

$4,876-68.8%

Participant deferral / active EE

$1,726

$3,777-54.3%

$3,317-48.0%

$5,439-68.3%

Admin fee / account holder

$483

$6,063-92.0%

$4,960-90.3%

$10,886-95.6%

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