Retirement plan

ELCON ASSOCIATES, INC. SALARY PLUS PROFIT SHARING

Name: ELCON ASSOCIATES, INC - ELCON ASSOCIATES, INC. SALARY PLUS PROFIT SHARING (2016) Form 5500
Creator: ELCON ASSOCIATES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELCON ASSOCIATES, INC. SALARY PLUS PROFIT SHARING, ELCON ASSOCIATES, INC

ELCON ASSOCIATES, INCEIN 93-0656355Plan #001PY 2016

12670 NW BARNES RD - PORTLAND, OR 972299001503-644-2490elcon.comLinkedIn11-50 employeesdesign

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

No prior year

Total participants

No prior year

Average account balance

$159,810

No prior year

Annual return

7.77%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.66M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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.

130.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$293K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+22.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21369

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 codes3D2E2G2J2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$14K

$482 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.182%

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

$159,810

$76,551+108.8%

$123,894+29.0%

$62,881+154.1%

Participation rate

93.1%

73.0%+20.1pp

81.4%+11.7pp

69.3%+23.8pp

Annual return

7.77%

18.68%-10.9pp

47.52%-39.8pp

20.14%-12.4pp

Employer contribution / active EE

$3,276

$2,882+13.7%

$4,617-29.0%

$2,281+43.6%

Participant deferral / active EE

$7,082

$4,840+46.3%

$5,984+18.3%

$3,203+121.1%

Admin fee / account holder

$291

$4,826-94.0%

$8,357-96.5%

$4,296-93.2%

ELCON ASSOCIATES, INC. SALARY PLUS PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELCON ASSOCIATES, INC. SALARY PLUS PROFIT SHARING

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