Retirement plan

UNI FILTER, INC. 401(K) PLAN

Name: UNI FILTER, INC. - UNI FILTER, INC. 401(K) PLAN (2017) Form 5500
Creator: UNI FILTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNI FILTER, INC. 401(K) PLAN, UNI FILTER, INC.

UNI FILTER, INC.EIN 95-2753311Plan #002PY 2017

1468 MANHATTAN AVENUE - FULLERTON, CA 92831714-535-6933unifilter.comLinkedIn1-10 employeesautomotive

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$522K

+65.0% from 2016

Total participants

0.0% from 2016

Average account balance

$13,046

+69.1% from 2016

Annual return

16.50%

+2.55 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+7.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5467

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$189 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.376%

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

$13,046

$67,602-80.7%

$82,312-84.2%

$70,126-81.4%

Participation rate

97.4%

72.8%+24.6pp

76.9%+20.5pp

69.5%+27.8pp

Annual return

16.50%

21.57%-5.1pp

25.88%-9.4pp

73.15%-56.7pp

Employer contribution / active EE

$1,699

$1,755-3.2%

$2,428-30.1%

$2,343-27.5%

Participant deferral / active EE

$2,396

$2,987-19.8%

$3,706-35.3%

$3,332-28.1%

Admin fee / account holder

$180

$4,512-96.0%

$5,608-96.8%

$4,645-96.1%

UNI FILTER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNI FILTER, 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