Retirement plan

AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN

Name: AVIS BUDGET DE PUERTO RICO INC. - AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: AVIS BUDGET DE PUERTO RICO INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN, AVIS BUDGET DE PUERTO RICO INC.

AVIS BUDGET DE PUERTO RICO INC.EIN 66-0645168Plan #001PY 2024

66 ACUARIO STREET, URB LOS ANGELES - CAROLINA, PR 00979787-253-5909

Other plans on this EIN

1 filing

#002Retirement-$3.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$915K

+20.7% from 2023

Total participants

0.0% from 2023

Average account balance

$57,167

+13.2% from 2023

Annual return

13.16%

+0.25 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$915K

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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

$71K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1180

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 codes2J3C3H

Plan features

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$19K

$1348 / participant

Other / not subdivided$19K100.0%

% of EOY assets

2.064%

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

$57,167

$90,691-37.0%

$76,119-24.9%

$145,884-60.8%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

13.16%

624.52%-611.4pp

361.25%-348.1pp

551.85%-538.7pp

Employer contribution / active EE

$2,198

$3,329-34.0%

$2,693-18.4%

$4,662-52.9%

Participant deferral / active EE

$2,856

$5,167-44.7%

$4,259-33.0%

$6,690-57.3%

Admin fee / account holder

$1,180

$8,383-85.9%

$6,421-81.6%

$13,392-91.2%

AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AVIS BUDGET DE PUERTO RICO, INC. PROFIT SHARING 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