Retirement plan

ACCELERATED TECH, INC. DTD 401(K) PLAN 01/01/2018

Name: ACCELERATED TECH, INC. - ACCELERATED TECH, INC. DTD 401(K) PLAN 01/01/2018 (2020) Form 5500
Creator: ACCELERATED TECH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCELERATED TECH, INC. DTD 401(K) PLAN 01/01/2018, ACCELERATED TECH, INC.

ACCELERATED TECH, INC.EIN 81-0962397Plan #001PY 2020

210 BROADWAY STE 201 - CAMBRIDGE, MA 021391959617-286-6183accelerated.techLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$253K

+114.0% from 2019

Total participants

0.0% from 2019

Average account balance

$84,327

+114.0% from 2019

Annual return

7.80%

-8.48 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$386K

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

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+14.08%

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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$84,327

$165,361-49.0%

$149,715-43.7%

$158,950-46.9%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

7.80%

348.24%-340.4pp

276.66%-268.9pp

302.91%-295.1pp

Employer contribution / active EE

$26,364

$5,103+416.6%

$4,645+467.6%

$4,762+453.6%

Participant deferral / active EE

$15,489

$7,182+115.7%

$6,842+126.4%

$5,983+158.9%

Admin fee / account holder

$10,808-100.0%

$9,310-100.0%

$11,248-100.0%

ACCELERATED TECH, INC. DTD 401(K) PLAN 01/01/2018

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ACCELERATED TECH, INC. DTD 401(K) PLAN 01/01/2018

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion