Retirement plan

ALVARADO PAINT & HARDWARE, INC. 401(K) PLAN

Name: ALVARADO PAINT & HARDWARE, INC. - ALVARADO PAINT & HARDWARE, INC. 401(K) PLAN (2018) Form 5500
Creator: ALVARADO PAINT & HARDWARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALVARADO PAINT & HARDWARE, INC. 401(K) PLAN, ALVARADO PAINT & HARDWARE, INC.

ALVARADO PAINT & HARDWARE, INC.EIN 95-3342655Plan #001PY 2018

915 S. ALVARADO ST., - LOS ANGELES, CA 90006213-382-1305alvaradopaint.comLinkedIn11-50 employeesbuilding materials

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$378K

+29.5% from 2017

Total participants

+5.6% from 2017

Average account balance

$25,217

+29.5% from 2017

Annual return

19.50%

-3.89 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$636K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+2.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$25,217

$95,975-73.7%

$74,549-66.2%

$135,379-81.4%

Participation rate

73.3%

75.7%-2.3pp

69.1%+4.2pp

82.6%-9.3pp

Annual return

19.50%

56.96%-37.5pp

32.53%-13.0pp

519.79%-500.3pp

Employer contribution / active EE

$656

$2,716-75.9%

$1,961-66.6%

$4,779-86.3%

Participant deferral / active EE

$1,287

$3,844-66.5%

$3,108-58.6%

$5,609-77.1%

Admin fee / account holder

$6,522-100.0%

$5,059-100.0%

$10,828-100.0%

ALVARADO PAINT & HARDWARE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALVARADO PAINT & HARDWARE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion