Retirement plan

CURB APPEAL OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

Name: CURB APPEAL OF GEORGIA, INC. - CURB APPEAL OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CURB APPEAL OF GEORGIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURB APPEAL OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN, CURB APPEAL OF GEORGIA, INC.

CURB APPEAL OF GEORGIA, INC.EIN 01-0806172Plan #001PY 2020

4335 HWY 53, SUITE 103 - HOUSHTON, GA 30548678-925-0520

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$572K

No prior year

Total participants

No prior year

Average account balance

$142,888

No prior year

Annual return

15.34%

No prior year

Benchmarks

See 14,134 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,134 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+18.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1296

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$4K

$1120 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.784%

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

$142,888

$109,372+30.6%

$89,414+59.8%

$158,966-10.1%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

15.34%

345.55%-330.2pp

245.50%-230.2pp

302.95%-287.6pp

Employer contribution / active EE

$20,336

$3,171+541.2%

$2,586+686.2%

$4,762+327.0%

Participant deferral / active EE

$11,375

$4,598+147.4%

$3,890+192.4%

$5,983+90.1%

Admin fee / account holder

$1,120

$6,156-81.8%

$4,883-77.1%

$11,250-90.0%

CURB APPEAL OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURB APPEAL OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

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