Retirement plan

20TH CENTURY HOMES, INC. 401(K) PLAN

Name: 20TH CENTURY HOMES, INC. - 20TH CENTURY HOMES, INC. 401(K) PLAN (2020) Form 5500
Creator: 20TH CENTURY HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 20TH CENTURY HOMES, INC. 401(K) PLAN, 20TH CENTURY HOMES, INC.

20TH CENTURY HOMES, INC.EIN 04-2902320Plan #003PY 2020

P.O. BOX 152 - HOPKINTON, MA 017480152508-435-5901

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+23.3% from 2019

Total participants

0.0% from 2019

Average account balance

$158,570

+23.3% from 2019

Annual return

12.52%

-7.23 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$344K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3933

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 codes2E2F3D

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).
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

$94K

$15662 / participant

Other / not subdivided$94K100.0%

% of EOY assets

6.585%

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

$158,570

$115,814+36.9%

$101,275+56.6%

$158,982-0.3%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

12.52%

56.16%-43.6pp

46.48%-34.0pp

302.99%-290.5pp

Employer contribution / active EE

$19,484

$4,176+366.6%

$3,660+432.3%

$4,763+309.1%

Participant deferral / active EE

$16,902

$4,958+240.9%

$4,371+286.7%

$5,983+182.5%

Admin fee / account holder

$10,441

$7,249+44.0%

$5,948+75.5%

$11,252-7.2%

20TH CENTURY HOMES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

20TH CENTURY HOMES, INC. 401(K) 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