Retirement plan

AUTOINC. 401(K) PLAN

Name: AUTO LLLP DBA AUTO INC. - AUTOINC. 401(K) PLAN (2015) Form 5500
Creator: AUTO LLLP DBA AUTO INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTOINC. 401(K) PLAN, AUTO LLLP DBA AUTO INC.

AUTO LLLP DBA AUTO INC.EIN 75-1628221Plan #003PY 2015

901 SOUTH FILLMORE, SUITE 200 - AMARILLO, TX 791013515806-372-9600LinkedIn201-500 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10M

No prior year

Total participants

425

No prior year

Average account balance

$28,316

No prior year

Annual return

0.33%

No prior year

Benchmarks

See 1,098 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,098 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.53M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

569

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.

87.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 01-0233346	Recordkeeping	$7,645

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$37 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.124%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DOSHIER, PICKEN & FRANCIS, LLC
Auditor EIN: 263902769
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,316

$33,745-16.1%

$64,105-55.8%

$55,191-48.7%

Participation rate

79.1%

59.4%+19.7pp

68.2%+10.9pp

69.2%+9.9pp

Annual return

0.33%

4.95%-4.6pp

791.24%-790.9pp

10.78%-10.5pp

Employer contribution / active EE

$1,040

$641+62.3%

$1,820-42.8%

$1,899-45.2%

Participant deferral / active EE

$2,802

$1,929+45.3%

$2,822-0.7%

$3,046-8.0%

Admin fee / account holder

$35

$94-62.9%

$4,499-99.2%

$91-61.4%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$7,645

AUTOINC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTOINC. 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