Retirement plan

EMPLOYEE BENEFIT PLAN OF ELDERHOUSE, INC.

Name: ELDERHOUSE, INC. - EMPLOYEE BENEFIT PLAN OF ELDERHOUSE, INC. (2018) 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 2018

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

Other plans on this EIN

1 filing

#003Retirement-$39K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$925K

+2.4% from 2017

Total participants

-19.0% from 2017

Average account balance

$61,677

+2.4% from 2017

Annual return

-3.96%

-14.97 pp from 2017

Benchmarks

See 33,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,735 peers

Snapshot2018

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.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$237 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.410%

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

$61,677

$90,600-31.9%

$79,464-22.4%

$135,375-54.4%

Participation rate

87.5%

76.0%+11.5pp

73.3%+14.2pp

82.6%+4.9pp

Annual return

-3.96%

977.43%-981.4pp

718.14%-722.1pp

519.73%-523.7pp

Employer contribution / active EE

$1,921

$3,068-37.4%

$2,800-31.4%

$4,779-59.8%

Participant deferral / active EE

$1,872

$4,050-53.8%

$3,704-49.5%

$5,609-66.6%

Admin fee / account holder

$253

$5,907-95.7%

$5,113-95.1%

$10,827-97.7%

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