Retirement plan

AWN, INC. 401(K) PLAN

Name: AUTOMOTIVE WARRANTY NETWORK, INC. - AWN, INC. 401(K) PLAN (2018) Form 5500
Creator: AUTOMOTIVE WARRANTY NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AWN, INC. 401(K) PLAN, AUTOMOTIVE WARRANTY NETWORK, INC.

AUTOMOTIVE WARRANTY NETWORK, INC.EIN 84-1586336Plan #001PY 2018

5600 S QUEBEC ST, SUITE 340C - GREENWOOD VILLAGE, CO 801112229303-703-9143awninc.comLinkedIn201-500 employeesmanagement consulting

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$998K

+73.4% from 2017

Total participants

125

+38.9% from 2017

Average account balance

$16,362

+33.6% from 2017

Annual return

-1.13%

-1.13 pp from 2017

Benchmarks

See 1,003 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,003 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.46M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

159

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.

55.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$16K

$132 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.621%

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

$16,362

$33,067-50.5%

$76,518-78.6%

$56,287-70.9%

Participation rate

48.0%

55.4%-7.4pp

68.0%-20.0pp

69.9%-21.9pp

Annual return

-1.13%

2.72%-3.8pp

-0.27%-0.9pp

-9.96%+8.8pp

Employer contribution / active EE

$1,251

$1,200+4.2%

$2,647-52.8%

$2,111-40.8%

Participant deferral / active EE

$2,326

$2,240+3.8%

$3,836-39.4%

$3,350-30.6%

Admin fee / account holder

$265

$537-50.6%

$4,849-94.5%

$521-49.1%

AWN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AWN, INC. 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