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 (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$932K

+29.4% from 2020

Total participants

0.0% from 2020

Average account balance

$66,539

+29.4% from 2020

Annual return

13.51%

+5.45 pp from 2020

Benchmarks

See 8,318 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort8,318 peers

Snapshot2021

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

$7K

$720 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.772%

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

$66,539

$127,296-47.7%

$109,907-39.5%

$167,536-60.3%

Participation rate

100.0%

77.9%+22.1pp

74.2%+25.8pp

82.1%+17.9pp

Annual return

13.51%

22.97%-9.5pp

29.46%-16.0pp

478.82%-465.3pp

Employer contribution / active EE

$9,455

$3,325+184.4%

$2,844+232.5%

$4,839+95.4%

Participant deferral / active EE

$1,979

$4,513-56.1%

$4,047-51.1%

$6,342-68.8%

Admin fee / account holder

$514

$7,119-92.8%

$6,069-91.5%

$12,315-95.8%

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