Retirement plan

EMPLOYEE BENEFIT PLAN OF ELDERHOUSE, INC.

Name: ELDERHOUSE, INC. - EMPLOYEE BENEFIT PLAN OF ELDERHOUSE, INC. (2017) Form 5500
Creator: ELDERHOUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ELDERHOUSE, INC., ELDERHOUSE, INC.

ELDERHOUSE, INC.EIN 06-0963343Plan #002PY 2017

7 LEWIS ST - NORWALK, CT 06851203-847-1998elderhouse.orgLinkedIn11-50 employeesindividual & family services

Other plans on this EIN

1 filing

#003Retirement-$15K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$903K

+12.0% from 2016

Total participants

+40.0% from 2016

Average account balance

$60,232

-2.9% from 2016

Annual return

11.02%

+5.98 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$564K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+13.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$365

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$52K

$2613 / participant

Other / not subdivided$52K100.0%

% of EOY assets

5.783%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,232

$99,020-39.2%

$86,590-30.4%

$147,584-59.2%

Participation rate

70.0%

76.3%-6.3pp

73.5%-3.5pp

82.8%-12.8pp

Annual return

11.02%

1312.34%-1301.3pp

964.84%-953.8pp

578.55%-567.5pp

Employer contribution / active EE

$1,551

$3,132-50.5%

$2,839-45.4%

$4,876-68.2%

Participant deferral / active EE

$1,443

$3,972-63.7%

$3,609-60.0%

$5,439-73.5%

Admin fee / account holder

$3,483

$5,710-39.0%

$4,906-29.0%

$10,885-68.0%

EMPLOYEE BENEFIT PLAN OF ELDERHOUSE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ELDERHOUSE, INC.

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