Retirement plan

ECOSCAPES LLC 401K AND PROFIT SHARING PLAN

Name: ECOSCAPES LLC - ECOSCAPES LLC 401K AND PROFIT SHARING PLAN (2016) Form 5500
Creator: ECOSCAPES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECOSCAPES LLC 401K AND PROFIT SHARING PLAN, ECOSCAPES LLC

ECOSCAPES LLCEIN 45-5052292Plan #001PY 2016

25755 ZACHARY AVE - ELKO, MN 550209602612-965-0848

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$94K

+433.0% from 2015

Total participants

0.0% from 2015

Average account balance

$15,703

+344.1% from 2015

Annual return

18.13%

+18.13 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$364K

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+22.85%

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 codes2J2E

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.

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

$770

$128 / participant

Other / not subdivided$770100.0%

% of EOY assets

0.817%

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

$15,703

$99,345-84.2%

$84,753-81.5%

$273,972-94.3%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

18.13%

22.93%-4.8pp

22.78%-4.6pp

41.46%-23.3pp

Employer contribution / active EE

$651

$4,214-84.6%

$3,574-81.8%

$4,869-86.6%

Participant deferral / active EE

$6,990

$4,270+63.7%

$3,712+88.3%

$5,287+32.2%

Admin fee / account holder

$128

$6,645-98.1%

$5,333-97.6%

$10,133-98.7%

ECOSCAPES LLC 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECOSCAPES LLC 401K AND 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