Retirement plan

ELITE AUTO GLASS, INC. 401(K) PROFIT SHARING PLAN

Name: ELITE AUTO GLASS, INC. - ELITE AUTO GLASS, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ELITE AUTO GLASS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELITE AUTO GLASS, INC. 401(K) PROFIT SHARING PLAN, ELITE AUTO GLASS, INC.

ELITE AUTO GLASS, INC.EIN 20-1972270Plan #001PY 2018

4355 TECHNOLOGY DRIVE, UNIT A - LIVERMORE, CA 94551925-443-3258LinkedIn1-10 employeesautomotive

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$94K

+112.6% from 2017

Total participants

+14.3% from 2017

Average account balance

$13,407

+82.2% from 2017

Annual return

-9.12%

-9.12 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$458K

Not enough data

1 years with asset history on file

Average account balance

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

$229K

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.

20.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$286

$48 / participant

Other / not subdivided$286100.0%

% of EOY assets

0.305%

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

$13,407

$95,979-86.0%

$74,551-82.0%

$135,380-90.1%

Participation rate

83.3%

75.7%+7.7pp

69.1%+14.2pp

82.6%+0.7pp

Annual return

-9.12%

56.97%-66.1pp

32.53%-41.7pp

519.81%-528.9pp

Employer contribution / active EE

$2,530

$2,716-6.8%

$1,961+29.0%

$4,779-47.1%

Participant deferral / active EE

$6,424

$3,844+67.1%

$3,108+106.7%

$5,609+14.5%

Admin fee / account holder

$41

$6,522-99.4%

$5,059-99.2%

$10,828-99.6%

ELITE AUTO GLASS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELITE AUTO GLASS, INC. 401(K) PROFIT SHARING 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