Retirement plan

ECU WORLDWIDE 1081. 01(D) PLAN

Name: ECONOCARIBE CONSOLIDATORS INC. - ECU WORLDWIDE 1081. 01(D) PLAN (2020) Form 5500
Creator: ECONOCARIBE CONSOLIDATORS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECU WORLDWIDE 1081. 01(D) PLAN, ECONOCARIBE CONSOLIDATORS INC.

ECONOCARIBE CONSOLIDATORS INC.dba ECU WORLDWIDEEIN 59-1428228Plan #005PY 2020

2401 NW 69TH STREET - MIAMI, FL 331475133305-693-5133LinkedIn201-500 employeesrailroad manufacture

Other plans on this EIN

1 filing

#004Retirement-$16.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$669K

No prior year

Total participants

No prior year

Average account balance

$25,726

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,300 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,300 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$428K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15224

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 codes2E2J2T3C

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$124 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.482%

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

$25,726

$65,034-60.4%

$90,970-71.7%

$79,856-67.8%

Participation rate

100.0%

61.6%+38.4pp

69.0%+31.0pp

69.6%+30.4pp

Annual return

0.00%

30.45%-30.5pp

134.60%-134.6pp

31.71%-31.7pp

Employer contribution / active EE

$4,015

$1,247+221.9%

$2,122+89.2%

$2,471+62.5%

Participant deferral / active EE

$10,798

$2,512+329.8%

$3,373+220.1%

$3,741+188.7%

Admin fee / account holder

$124

$4,536-97.3%

$5,961-97.9%

$5,306-97.7%

ECU WORLDWIDE 1081. 01(D) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECU WORLDWIDE 1081. 01(D) 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