Retirement plan

ANELLO PHOTONICS, INC. RETIREMENT PLAN

Name: ANELLO PHOTONICS, INC. - ANELLO PHOTONICS, INC. RETIREMENT PLAN (2022) Form 5500
Creator: ANELLO PHOTONICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANELLO PHOTONICS, INC. RETIREMENT PLAN, ANELLO PHOTONICS, INC.

ANELLO PHOTONICS, INC.EIN 83-2677397Plan #001PY 2022

3964 RIVERMARK PLAZA, SUITE 144 - SANTA CLARA, CA 95054408-421-4805anellophotonics.comLinkedIn11-50 employeesinternet

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$598K

+342.7% from 2021

Total participants

+75.0% from 2021

Average account balance

$29,878

+143.5% from 2021

Annual return

-25.78%

-25.78 pp from 2021

Benchmarks

See 22,369 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,369 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.37M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$673K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+16.14%

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

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 codes2G2J3D

Plan features

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$29,878

$100,805-70.4%

$86,698-65.5%

$134,532-77.8%

Participation rate

95.0%

79.0%+16.0pp

76.6%+18.4pp

81.2%+13.8pp

Annual return

-25.78%

29.09%-54.9pp

35.95%-61.7pp

418.27%-444.0pp

Employer contribution / active EE

$6,456

$3,490+85.0%

$2,837+127.6%

$4,741+36.2%

Participant deferral / active EE

$18,413

$5,339+244.9%

$4,656+295.5%

$6,401+187.7%

Admin fee / account holder

$10,925-100.0%

$7,493-100.0%

$11,429-100.0%

ANELLO PHOTONICS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANELLO PHOTONICS, INC. RETIREMENT 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