Retirement plan

ECLIPSE AWNING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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

ECLIPSE AWNING SYSTEMS, LLCEIN 82-0571383Plan #001PY 2017

1760 ROUTE 211 E - MIDDLETOWN, NY 109413737845-692-7070LinkedIn11-50 employeessports

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3M

+32.7% from 2016

Total participants

+2.9% from 2016

Average account balance

$86,008

+17.5% from 2016

Annual return

19.35%

+13.73 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.58M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

55.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$388K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$837

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$75 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.065%

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

$86,008

$54,541+57.7%

$78,778+9.2%

$70,126+22.6%

Participation rate

100.0%

60.8%+39.2pp

69.2%+30.8pp

69.5%+30.5pp

Annual return

19.35%

21.07%-1.7pp

35.62%-16.3pp

73.15%-53.8pp

Employer contribution / active EE

$5,776

$1,089+430.6%

$1,986+190.9%

$2,343+146.6%

Participant deferral / active EE

$5,932

$2,210+168.4%

$2,958+100.5%

$3,332+78.0%

Admin fee / account holder

$56

$3,709-98.5%

$5,134-98.9%

$4,645-98.8%

ECLIPSE AWNING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECLIPSE AWNING SYSTEMS, 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