Retirement plan

AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC. 401(K) PLAN

Name: AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC. - AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC. 401(K) PLAN (2020) Form 5500
Creator: AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC. 401(K) PLAN, AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC.

AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC.EIN 63-0013048Plan #002PY 2020

11245 CHANTILLY PARKWAY COURT - MONTGOMERY, AL 36117334-834-1848aaas.usLinkedIn1-10 employeesautomotive

Other plans on this EIN

1 filing

#001Retirement-$2.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+26.1% from 2019

Total participants

0.0% from 2019

Average account balance

$181,678

+26.1% from 2019

Annual return

21.34%

-2.89 pp from 2019

Benchmarks

See 22,194 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,194 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$405K

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

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$759

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

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

$1036 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.443%

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

$181,678

$162,821+11.6%

$133,978+35.6%

$158,982+14.3%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

21.34%

41.95%-20.6pp

45.10%-23.8pp

302.99%-281.6pp

Employer contribution / active EE

$4,457

$4,976-10.4%

$3,919+13.7%

$4,763-6.4%

Participant deferral / active EE

$4,834

$5,910-18.2%

$5,047-4.2%

$5,983-19.2%

Admin fee / account holder

$805

$11,742-93.1%

$8,930-91.0%

$11,252-92.8%

AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTOMOTIVE AFTERMARKET ASSOCIATION SOUTHEAST, 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