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 (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$720K

+3.3% from 2019

Total participants

0.0% from 2019

Average account balance

$51,424

+3.3% from 2019

Annual return

8.06%

-7.21 pp from 2019

Benchmarks

See 7,942 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,942 peers

Snapshot2020

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

$79K

$5670 / participant

Other / not subdivided$79K100.0%

% of EOY assets

11.026%

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

$51,424

$121,656-57.7%

$104,614-50.8%

$158,950-67.6%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

8.06%

465.51%-457.5pp

340.56%-332.5pp

302.91%-294.9pp

Employer contribution / active EE

$1,581

$3,164-50.0%

$2,681-41.0%

$4,762-66.8%

Participant deferral / active EE

$1,376

$4,177-67.1%

$3,739-63.2%

$5,983-77.0%

Admin fee / account holder

$5,670

$7,775-27.1%

$6,464-12.3%

$11,248-49.6%

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