Retirement plan

ATLANTIC PACIFIC AIRLINE 401K PLAN

Name: ATLANTIC PACIFIC AIRLINE - ATLANTIC PACIFIC AIRLINE 401K PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#002Retirement-$3.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+31.8% from 2019

Total participants

0.0% from 2019

Average account balance

$89,039

+31.8% from 2019

Annual return

15.61%

+3.28 pp from 2019

Benchmarks

See 6,938 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,938 peers

Snapshot2020

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

$29K

$1513 / participant

Other / not subdivided$29K100.0%

% of EOY assets

1.538%

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

$89,039

$102,638-13.2%

$81,991+8.6%

$158,966-44.0%

Participation rate

100.0%

75.5%+24.5pp

69.3%+30.7pp

82.0%+18.0pp

Annual return

15.61%

61.05%-45.4pp

41.31%-25.7pp

302.95%-287.3pp

Employer contribution / active EE

$6,822

$3,241+110.5%

$2,498+173.1%

$4,762+43.2%

Participant deferral / active EE

$5,960

$4,649+28.2%

$3,722+60.1%

$5,983-0.4%

Admin fee / account holder

$1,369

$8,237-83.4%

$5,665-75.8%

$11,250-87.8%

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