ELY AND ASSOCIATES CORP.

Plan Overview & Key Metrics

ELY AND ASSOCIATES CORP. is a defined contribution retirement plan offered by ELY AND ASSOCIATES 401K PLAN. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

ELY AND ASSOCIATES CORP. Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of ELY AND ASSOCIATES CORP. is $6,346,499.00.This plan was established in 2011.

ELY AND ASSOCIATES CORP. Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in ELY AND ASSOCIATES CORP. is 160

ELY AND ASSOCIATES CORP. Average Participant Retirement Account Value

In 2019, the average participant retirement account value for ELY AND ASSOCIATES CORP. is $39,665.00

ELY AND ASSOCIATES CORP. Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for ELY AND ASSOCIATES CORP. is $8,555.00.

ELY AND ASSOCIATES CORP. Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in ELY AND ASSOCIATES CORP. is approximately $1,682.00
Investing in this additonal $1,682.00 for 20 years would give you extra $107,693.00, assuming a 10% annual return.

ELY AND ASSOCIATES CORP. Total Employer Contribution and Match Rate

In 2019, ELY AND ASSOCIATES CORP. allocates $269,234.00 to match its employees’ contributions, providing an employer match rate of 39.33% of their contributions

ELY AND ASSOCIATES CORP. Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of ELY AND ASSOCIATES CORP. is -2.86%.

ELY AND ASSOCIATES CORP. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for ELY AND ASSOCIATES CORP. is 16.36%. This measures the effectiveness of the plan participants’ investments in the year.

ELY AND ASSOCIATES CORP. Expense Ratio

In 2019, the investment and administrative expense ratio of ELY AND ASSOCIATES CORP. is 0.01%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how ELY AND ASSOCIATES CORP. handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

ELY AND ASSOCIATES CORP. has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of ELY AND ASSOCIATES CORP.:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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