Retirement plan

ATLANTIC PACIFIC AIRLINE 401K PLAN

Name: ATLANTIC PACIFIC AIRLINE - ATLANTIC PACIFIC AIRLINE 401K PLAN (2019) Form 5500
Creator: ATLANTIC PACIFIC AIRLINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTIC PACIFIC AIRLINE 401K PLAN, ATLANTIC PACIFIC AIRLINE

ATLANTIC PACIFIC AIRLINEEIN 94-3188060Plan #001PY 2019

5781 WEST IMPERIAL HIGHWAY - LOS ANGELES, CA 90045310-337-7201atlanticpacificairlines.comLinkedIn1-10 employeesairlines/aviation

Other plans on this EIN

1 filing

#002Retirement-$2.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+38.2% from 2018

Total participants

+23.5% from 2018

Average account balance

$67,548

+11.9% from 2018

Annual return

12.33%

+8.80 pp from 2018

Benchmarks

See 6,731 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$201K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15530

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$22K

$1217 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.545%

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

$67,548

$96,491-30.0%

$75,894-11.0%

$152,885-55.8%

Participation rate

100.0%

76.2%+23.8pp

69.3%+30.7pp

82.5%+17.5pp

Annual return

12.33%

33.98%-21.7pp

30.76%-18.4pp

345.39%-333.1pp

Employer contribution / active EE

$8,636

$3,310+160.9%

$2,501+245.3%

$4,763+81.3%

Participant deferral / active EE

$6,998

$4,553+53.7%

$3,603+94.2%

$5,851+19.6%

Admin fee / account holder

$1,044

$8,079-87.1%

$5,420-80.7%

$11,598-91.0%

ATLANTIC PACIFIC AIRLINE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTIC PACIFIC AIRLINE 401K 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