Retirement plan

AMERICAN OUTDOOR PRODUCTS 401(K) PLAN

Name: AMERICAN OUTDOOR PRODUCTS, INC. - AMERICAN OUTDOOR PRODUCTS 401(K) PLAN (2018) Form 5500
Creator: AMERICAN OUTDOOR PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN OUTDOOR PRODUCTS 401(K) PLAN, AMERICAN OUTDOOR PRODUCTS, INC.

AMERICAN OUTDOOR PRODUCTS, INC.EIN 95-2664902Plan #001PY 2018

6350 GUNPARK DR. - BOULDER, CO 80301303-581-0518backpackerspantry.comLinkedIn11-50 employeesfood production

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+1.8% from 2017

Total participants

+18.3% from 2017

Average account balance

$22,702

-19.8% from 2017

Annual return

-7.80%

-22.92 pp from 2017

Benchmarks

See 2,389 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,389 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

142.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$279K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23297

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

$19K

$485 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.040%

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

$22,702

$54,162-58.1%

$68,612-66.9%

$64,173-64.6%

Participation rate

89.7%

68.1%+21.7pp

72.2%+17.5pp

69.6%+20.2pp

Annual return

-7.80%

-1.62%-6.2pp

-4.63%-3.2pp

7.63%-15.4pp

Employer contribution / active EE

$1,995

$1,846+8.1%

$2,625-24.0%

$2,381-16.2%

Participant deferral / active EE

$2,534

$2,626-3.5%

$3,311-23.5%

$3,470-27.0%

Admin fee / account holder

$236

$4,029-94.1%

$5,131-95.4%

$4,887-95.2%

AMERICAN OUTDOOR PRODUCTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN OUTDOOR PRODUCTS 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