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Benchmarking Eclerx, LLC 401(K) Profit Sharing Plan and Trust in Philadelphia, PA against all plans

 

Eclerx, LLC 401(K) Profit Sharing Plan and Trust in Philadelphia, PA has the 8th-highest yield on beginning-of-plan-year total assets (17.90%) among the 100 plans in Philadelphia, PA. That 17.90% compares to an average of 14.79% across those 100 plans.

Beating the average of 14.79% means an extra $253,886 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year

Eclerx, LLC 401(K) Profit Sharing Plan and Trust has these standings among those 100 peer plans:

  • yield on beginning-of-plan-year total assets = 17.90% (8th-highest)

  • net earnings on investments = $1,459,498 (11th-lowest)

  • total assets at beginning of plan year = $8,155,188 (4th-least)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to this plan = $0

  • asset transfers from this plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $1,135,779

  • cash contributions from employers = $557,712

  • total contributions = $1,720,747

Visualize

 
 

Peers

beat out by Gobrands, Inc. 401(K) Profit Sharing Plan in Philadelphia, PA (39.72%), Integrichain, Inc. 401(K) Plan in Philadelphia, PA (21.78%), Clark Capital Management Group, Inc. 401k Plan in Philadelphia, PA (20.75%), and Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan in Philadelphia, PA (18.63%), and 3 others, ending with Tinuiti, Inc. Retirement Plan in Philadelphia, PA (17.92%).

beat Sandmeyer Steel Company Capital Accumulation Plan in Philadelphia, PA (17.58%), Sparks Marketing 401(K) Savings Plan in Philadelphia, PA (17.00%), The Philadelphia Zoo 401k Retirement Savings Plan in Philadelphia, PA (16.93%), and Comoto Holdings, LLC 401(K) Profit Sharing Plan & Trust in Philadelphia, PA (16.92%), and others, ending with Penn Detroit Diesel Allison, LLC Profit Sharing Plan in Philadelphia, PA (10.06%).

References

  1. in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.