Retirement plan

ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN

Name: ALEON PHARMA INTERNATIONAL INC. - ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN (2020) Form 5500
Creator: ALEON PHARMA INTERNATIONAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN, ALEON PHARMA INTERNATIONAL INC.

ALEON PHARMA INTERNATIONAL INC.EIN 45-5635188Plan #002PY 2020

4 CENTURY DRIVE. STE 255 - PARSIPPANY, NJ 07054973-850-5300aleonpharma.comLinkedIn11-50 employeesmanagement consulting

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$365K

+62.0% from 2019

Total participants

+57.1% from 2019

Average account balance

$33,214

+3.1% from 2019

Annual return

21.03%

+0.96 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

176.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$342K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+12.17%

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

$25K

$2749 / participant

Other / not subdivided$25K100.0%

% of EOY assets

6.772%

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

$33,214

$165,399-79.9%

$149,745-77.8%

$158,982-79.1%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

21.03%

348.34%-327.3pp

276.72%-255.7pp

302.99%-282.0pp

Employer contribution / active EE

$7,255

$5,105+42.1%

$4,646+56.2%

$4,763+52.3%

Participant deferral / active EE

$5,764

$7,183-19.7%

$6,843-15.8%

$5,983-3.7%

Admin fee / account holder

$2,249

$10,811-79.2%

$9,312-75.8%

$11,252-80.0%

ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION 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