Retirement plan

ELLIOT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: ELLIOT ASSOCIATES LLC - ELLIOT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ELLIOT ASSOCIATES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELLIOT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST, ELLIOT ASSOCIATES LLC

ELLIOT ASSOCIATES LLCEIN 32-0494120Plan #001PY 2017

505 WHITE PLAINS RD SUITE 228 - TARRYTOWN, NY 105915108914-631-4904LinkedIn11-50 employeesstaffing and recruiting

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$3.5M

No prior year

Total participants

No prior year

Average account balance

$124,175

No prior year

Annual return

16.00%

No prior year

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.90M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$716K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2812

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24

$1 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.001%

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

$124,175

$85,766+44.8%

$136,298-8.9%

$70,126+77.1%

Participation rate

64.5%

74.2%-9.6pp

81.9%-17.4pp

69.5%-5.0pp

Annual return

16.00%

31.46%-15.5pp

5156.27%-5140.3pp

73.15%-57.1pp

Employer contribution / active EE

$438

$2,966-85.2%

$4,696-90.7%

$2,343-81.3%

Participant deferral / active EE

$8,515

$5,051+68.6%

$6,247+36.3%

$3,332+155.6%

Admin fee / account holder

$5,421-100.0%

$9,244-100.0%

$4,645-100.0%

ELLIOT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELLIOT ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

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