Retirement plan

ALATAIR, LLC RETIREMENT PLAN

Name: ALATAIR, LLC - ALATAIR, LLC RETIREMENT PLAN (2017) Form 5500
Creator: ALATAIR, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALATAIR, LLC RETIREMENT PLAN, ALATAIR, LLC

ALATAIR, LLCEIN 32-0183198Plan #001PY 2017

4433 RIVER GARDEN TRAIL - AUSTIN, TX 78746512-358-6604LinkedIn1-10 employeesranching

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$158K

+34.1% from 2016

Total participants

-16.7% from 2016

Average account balance

$31,605

+60.9% from 2016

Annual return

10.11%

+4.94 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$828K

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$557

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 codes2E2F2J3D

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).
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

$9K

$2279 / participant

Other / not subdivided$9K100.0%

% of EOY assets

5.769%

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

$31,605

$149,679-78.9%

$117,039-73.0%

$147,586-78.6%

Participation rate

100.0%

83.5%+16.5pp

77.2%+22.8pp

82.8%+17.2pp

Annual return

10.11%

19.31%-9.2pp

18.95%-8.8pp

578.59%-568.5pp

Employer contribution / active EE

$5,502

$4,937+11.4%

$3,785+45.4%

$4,876+12.8%

Participant deferral / active EE

$3,597

$4,912-26.8%

$3,929-8.5%

$5,439-33.9%

Admin fee / account holder

$1,823

$7,856-76.8%

$5,974-69.5%

$10,886-83.2%

ALATAIR, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALATAIR, LLC 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