Retirement plan

ATLANTA MOVERS, LLC SAFE HARBOR 401(K) PLAN

Name: ATLANTA MOVERS, LLC - ATLANTA MOVERS, LLC SAFE HARBOR 401(K) PLAN (2017) Form 5500
Creator: ATLANTA MOVERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTA MOVERS, LLC SAFE HARBOR 401(K) PLAN, ATLANTA MOVERS, LLC

ATLANTA MOVERS, LLCEIN 58-2570885Plan #001PY 2017

1640 MCFARLAND 400 DRIVE - ALPHARETTA, GA 30004770-887-3204LinkedIn1-10 employeespackage/freight delivery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$243K

+65.0% from 2016

Total participants

-11.1% from 2016

Average account balance

$34,721

+88.6% from 2016

Annual return

18.45%

-0.82 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$847K

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16182

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$802

$134 / participant

Other / not subdivided$802100.0%

% of EOY assets

0.330%

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

$34,721

$91,037-61.9%

$71,671-51.6%

$147,585-76.5%

Participation rate

83.3%

76.1%+7.2pp

68.7%+14.6pp

82.8%+0.5pp

Annual return

18.45%

20.48%-2.0pp

20.65%-2.2pp

578.58%-560.1pp

Employer contribution / active EE

$2,070

$3,327-37.8%

$2,460-15.9%

$4,876-57.6%

Participant deferral / active EE

$9,489

$4,498+111.0%

$3,438+176.0%

$5,439+74.5%

Admin fee / account holder

$115

$8,613-98.7%

$5,558-97.9%

$10,886-98.9%

ATLANTA MOVERS, LLC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTA MOVERS, LLC SAFE HARBOR 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