Retirement plan

CURRAN ASSOCIATES, INC. PROFIT SHARING PLAN

Name: CURRAN ASSOCIATES, INC - CURRAN ASSOCIATES, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: CURRAN ASSOCIATES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURRAN ASSOCIATES, INC. PROFIT SHARING PLAN, CURRAN ASSOCIATES, INC

CURRAN ASSOCIATES, INCEIN 13-3238923Plan #001PY 2019

57 MOREHOUSE LANE - RED HOOK, NY 125714501845-758-0400

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$389K

+13.5% from 2018

Total participants

0.0% from 2018

Average account balance

$22,899

+13.5% from 2018

Annual return

4.72%

-5.19 pp from 2018

Benchmarks

See 22,306 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,306 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$869K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$933

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$358 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.011%

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

$22,899

$152,612-85.0%

$125,192-81.7%

$152,897-85.0%

Participation rate

100.0%

83.3%+16.7pp

79.8%+20.2pp

82.5%+17.5pp

Annual return

4.72%

54.85%-50.1pp

43.79%-39.1pp

345.43%-340.7pp

Employer contribution / active EE

$1,162

$4,947-76.5%

$3,866-69.9%

$4,764-75.6%

Participant deferral / active EE

$1,940

$5,868-66.9%

$4,937-60.7%

$5,851-66.8%

Admin fee / account holder

$232

$13,437-98.3%

$9,704-97.6%

$11,599-98.0%

CURRAN ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURRAN ASSOCIATES, INC. 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