Retirement plan

AUTONOMOUS SOLUTIONS, INC. 401(K) RETIREMENT PLAN

Name: AUTONOMOUS SOLUTIONS, INC. - AUTONOMOUS SOLUTIONS, INC. 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: AUTONOMOUS SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTONOMOUS SOLUTIONS, INC. 401(K) RETIREMENT PLAN, AUTONOMOUS SOLUTIONS, INC.

AUTONOMOUS SOLUTIONS, INC.EIN 87-0662067Plan #001PY 2016

990 NORTH 8000 WEST - PETERSBORO, UT 84325435-755-2980asirobots.comLinkedIn51-200 employeesindustrial automation

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+37.8% from 2015

Total participants

118

+0.9% from 2015

Average account balance

$20,017

+35.2% from 2015

Annual return

8.67%

+10.27 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.56M

Not enough data

1 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

-107.30%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$24K

$257 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.151%

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

$20,017

$76,552-73.9%

$123,893-83.8%

$62,891-68.2%

Participation rate

87.4%

73.0%+14.4pp

81.4%+6.0pp

69.3%+18.1pp

Annual return

8.67%

18.68%-10.0pp

47.52%-38.8pp

20.14%-11.5pp

Employer contribution / active EE

$1,347

$2,883-53.3%

$4,617-70.8%

$2,281-40.9%

Participant deferral / active EE

$3,467

$4,840-28.4%

$5,984-42.1%

$3,203+8.2%

Admin fee / account holder

$230

$4,826-95.2%

$8,357-97.2%

$4,296-94.6%

AUTONOMOUS SOLUTIONS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTONOMOUS SOLUTIONS, INC. 401(K) RETIREMENT 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