Retirement plan

ATLANTIS TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN

Name: ATLANTIS TECHNOLOGY CORPORATION - ATLANTIS TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: ATLANTIS TECHNOLOGY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTIS TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN, ATLANTIS TECHNOLOGY CORPORATION

ATLANTIS TECHNOLOGY CORPORATIONEIN 04-3569426Plan #001PY 2019

1620 SUDBURY ROAD, SUITE 1 - CONCORD, MA 01742978-341-0999atlantistech.comLinkedIn51-200 employeesinternet

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+45.8% from 2018

Total participants

+79.2% from 2018

Average account balance

$56,660

-18.6% from 2018

Annual return

27.89%

+35.35 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.60M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

1140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+33.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9923

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$980

$34 / participant

Other / not subdivided$980100.0%

% of EOY assets

0.040%

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

$56,660

$89,367-36.6%

$141,191-59.9%

$72,975-22.4%

Participation rate

100.0%

75.1%+24.9pp

82.5%+17.5pp

69.5%+30.5pp

Annual return

27.89%

111.87%-84.0pp

71.41%-43.5pp

81.01%-53.1pp

Employer contribution / active EE

$3,302

$3,115+6.0%

$4,736-30.3%

$2,440+35.3%

Participant deferral / active EE

$7,063

$5,419+30.3%

$6,710+5.3%

$3,608+95.8%

Admin fee / account holder

$23

$5,957-99.6%

$10,264-99.8%

$5,124-99.6%

ATLANTIS TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTIS TECHNOLOGY CORPORATION 401(K) RETIREMENT 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