Retirement plan

UNI FILTER, INC. 401(K) PLAN

Name: UNI FILTER, INC. - UNI FILTER, INC. 401(K) PLAN (2020) 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 2020

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

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.2M

+30.7% from 2019

Total participants

+4.8% from 2019

Average account balance

$26,660

+24.7% from 2019

Annual return

12.60%

-9.85 pp from 2019

Benchmarks

See 14,881 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,881 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

106.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

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

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1229

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

$156 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.573%

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

$26,660

$78,428-66.0%

$95,960-72.2%

$79,852-66.6%

Participation rate

100.0%

73.5%+26.5pp

77.1%+22.9pp

69.6%+30.4pp

Annual return

12.60%

19.37%-6.8pp

91.63%-79.0pp

31.72%-19.1pp

Employer contribution / active EE

$1,767

$1,945-9.2%

$2,541-30.5%

$2,471-28.5%

Participant deferral / active EE

$2,004

$3,440-41.8%

$4,167-51.9%

$3,740-46.4%

Admin fee / account holder

$153

$5,622-97.3%

$6,797-97.8%

$5,306-97.1%

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