Advanced Mp Technology, Inc.

59
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
59
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (46)
Average in Peer Group (67)
Highest in Peer Group (87)

Plan Description

Advanced Mp Technology, Inc. 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Salary Deferral. Advanced Mp Technology, Inc. 401K Plan currently has fewer than 100 active participants and over $3.4M in plan assets.

Did you know?

For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (59) and the top rated plan (87) could equate to:
14
Additional years of work
179,619
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1010 Calle Sombra
  • Location
    San Clemente , CA
  • 92673
  • Industry
    Wholesale Trade
  • Administrator
    Jafar Yassai
  • Net Plan Assets
    $3,440,000
  • Total Participants
    97
  • Avg Account Balance
    $56,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Skullcandy 74.3
Lex Products 68.4
Numark International 67.3
Motive Energy 62.2
The Falcon 58.7
E&S International Enterprises 58.2
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Investments

Investment Menu Stats

# of Investment Options

55

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
John Hancock Money Market 25%
N/A
John Hancock Multimanager Lifestyle Balanced 11%
N/A
T. Rowe Price Health Sciences 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
John Hancock
Insurance Advisor/Broker
John Hancock
Recordkeeper
John Hancock
Auditor
Matthew Lemas, CPA

Articles and Questions

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