Retirement plan

MODUS OPERANDI A D, INC. 401(K) PROFIT SHARING PLAN

Name: MODUS OPERANDI A D, INC. - MODUS OPERANDI A D, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: MODUS OPERANDI A D, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MODUS OPERANDI A D, INC. 401(K) PROFIT SHARING PLAN, MODUS OPERANDI A D, INC.

MODUS OPERANDI A D, INC.EIN 81-4183327Plan #002PY 2020

901 PROGRESSO DRIVE, #208 - FORT LAUDERDALE, FL 33304754-303-2123modusoperandi.comLinkedIn11-50 employeescomputer software

Other plans on this EIN

1 filing

#001Retirement-$87K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$82K

+92.2% from 2019

Total participants

0.0% from 2019

Average account balance

$40,859

+92.2% from 2019

Annual return

15.63%

-4.36 pp from 2019

Benchmarks

See 21,459 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,459 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$174K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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

0 tripped

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

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,859

$112,096-63.6%

$95,952-57.4%

$158,922-74.3%

Participation rate

100.0%

79.0%+21.0pp

77.1%+22.9pp

82.0%+18.0pp

Annual return

15.63%

171.09%-155.5pp

91.61%-76.0pp

302.83%-287.2pp

Employer contribution / active EE

$2,623

$3,198-18.0%

$2,541+3.2%

$4,761-44.9%

Participant deferral / active EE

$13,650

$4,784+185.3%

$4,167+227.6%

$5,982+128.2%

Admin fee / account holder

$10,130-100.0%

$6,795-100.0%

$11,246-100.0%

MODUS OPERANDI A D, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MODUS OPERANDI A D, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion