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 (2020) 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 2020

1760 ROUTE 211 EAST - MIDDLETOWN, NY 10941845-692-7070LinkedIn11-50 employeessports

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

+26.0% from 2019

Total participants

+14.3% from 2019

Average account balance

$88,007

+10.2% from 2019

Annual return

22.37%

-0.27 pp from 2019

Benchmarks

See 9,302 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,302 peers

Snapshot2020

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

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

$205K

$6603 / participant

Other / not subdivided$205K100.0%

% of EOY assets

4.845%

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

$88,007

$65,041+35.3%

$90,965-3.3%

$79,858+10.2%

Participation rate

100.0%

61.6%+38.4pp

69.0%+31.0pp

69.6%+30.4pp

Annual return

22.37%

30.45%-8.1pp

134.57%-112.2pp

31.72%-9.4pp

Employer contribution / active EE

$4,739

$1,247+280.0%

$2,122+123.3%

$2,471+91.8%

Participant deferral / active EE

$5,763

$2,512+129.4%

$3,373+70.9%

$3,740+54.1%

Admin fee / account holder

$4,264

$4,536-6.0%

$5,960-28.4%

$5,306-19.6%

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