Retirement plan

ADVANCED EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

Name: ADVANCED EXPRESS INC - ADVANCED EXPRESS INC 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: ADVANCED EXPRESS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED EXPRESS INC 401 K PROFIT SHARING PLAN TRUST, ADVANCED EXPRESS INC

ADVANCED EXPRESS INCEIN 68-0297901Plan #001PY 2018

1750 E HOLLY AVE - EL SEGUNDO, CA 902454404310-640-8400advancedexpress.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+0.6% from 2017

Total participants

-8.3% from 2017

Average account balance

$101,338

+0.6% from 2017

Annual return

-0.15%

-25.77 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$274K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+27.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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 codes2G2T2J3D2E2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$268

$54 / participant

Other / not subdivided$268100.0%

% of EOY assets

0.026%

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

$101,338

$85,790+18.1%

$67,313+50.5%

$135,380-25.1%

Participation rate

80.0%

76.5%+3.5pp

69.1%+10.9pp

82.6%-2.6pp

Annual return

-0.15%

-0.54%+0.4pp

-4.08%+3.9pp

519.81%-520.0pp

Employer contribution / active EE

$833

$3,487-76.1%

$2,566-67.5%

$4,779-82.6%

Participant deferral / active EE

$609

$4,651-86.9%

$3,568-82.9%

$5,609-89.1%

Admin fee / account holder

$27

$6,392-99.6%

$4,507-99.4%

$10,828-99.8%

ADVANCED EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED EXPRESS INC 401 K PROFIT SHARING PLAN TRUST

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