Retirement plan

COAST TO COAST 401(K) PLAN

Name: COAST TO COAST DEVELOPMENT & CONST. - COAST TO COAST 401(K) PLAN (2016) Form 5500
Creator: COAST TO COAST DEVELOPMENT & CONST.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COAST TO COAST 401(K) PLAN, COAST TO COAST DEVELOPMENT & CONST.

COAST TO COAST DEVELOPMENT & CONST.EIN 06-1758134Plan #001PY 2016

215 WEST FALLBROOK AVENUE, SUITE 10 - FRESNO, CA 93711559-260-3668coasttocoastrehab.netLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$203K

No prior year

Total participants

No prior year

Average account balance

$28,937

No prior year

Annual return

3.83%

No prior year

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5151

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 codes2E2G2J3D

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.
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

$11K

$1616 / participant

Other / not subdivided$11K100.0%

% of EOY assets

5.584%

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

$28,937

$99,345-70.9%

$84,753-65.9%

$273,972-89.4%

Participation rate

71.4%

80.7%-9.3pp

76.6%-5.2pp

83.0%-11.6pp

Annual return

3.83%

22.93%-19.1pp

22.78%-19.0pp

41.46%-37.6pp

Employer contribution / active EE

$746

$4,214-82.3%

$3,574-79.1%

$4,869-84.7%

Participant deferral / active EE

$4,213

$4,270-1.3%

$3,712+13.5%

$5,287-20.3%

Admin fee / account holder

$1,616

$6,645-75.7%

$5,333-69.7%

$10,133-84.1%

COAST TO COAST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COAST TO COAST 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