Retirement plan

STRATATECH GROUP, LLC. 401K PLAN

Name: STRATATECH GROUP, LLC - STRATATECH GROUP, LLC. 401K PLAN (2018) Form 5500
Creator: STRATATECH GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRATATECH GROUP, LLC. 401K PLAN, STRATATECH GROUP, LLC

STRATATECH GROUP, LLCEIN 03-0454616Plan #001PY 2018

92 WALL STREET - NORWALK, CT 06850203-299-0222stratatech.netLinkedIn11-50 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$497K

-1.4% from 2017

Total participants

+57.1% from 2017

Average account balance

$55,258

-1.4% from 2017

Annual return

-9.11%

-25.00 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

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

+20.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3936

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$682 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.960%

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

$55,258

$90,607-39.0%

$79,467-30.5%

$135,380-59.2%

Participation rate

71.4%

76.0%-4.6pp

73.3%-1.9pp

82.6%-11.2pp

Annual return

-9.11%

977.74%-986.8pp

718.30%-727.4pp

519.81%-528.9pp

Employer contribution / active EE

$2,284

$3,068-25.6%

$2,800-18.4%

$4,779-52.2%

Participant deferral / active EE

$3,933

$4,050-2.9%

$3,704+6.2%

$5,609-29.9%

Admin fee / account holder

$530

$5,895-91.0%

$5,104-89.6%

$10,828-95.1%

STRATATECH GROUP, LLC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRATATECH GROUP, LLC. 401K 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