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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$140K

+49.6% from 2018

Total participants

-12.5% from 2018

Average account balance

$23,402

+74.5% from 2018

Annual return

16.89%

+26.01 pp from 2018

Benchmarks

See 18,790 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,790 peers

Snapshot2019

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

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

$4K

$619 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.646%

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

$23,402

$106,923-78.1%

$84,023-72.1%

$152,909-84.7%

Participation rate

83.3%

75.3%+8.1pp

69.0%+14.3pp

82.5%+0.9pp

Annual return

16.89%

105.02%-88.1pp

71.32%-54.4pp

345.46%-328.6pp

Employer contribution / active EE

$2,384

$2,735-12.9%

$1,984+20.2%

$4,764-50.0%

Participant deferral / active EE

$3,155

$4,013-21.4%

$3,239-2.6%

$5,851-46.1%

Admin fee / account holder

$619

$8,289-92.5%

$6,102-89.9%

$11,601-94.7%

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