Retirement plan

MOUNT VERNON TRIANGLE COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST

Name: MOUNT VERNON TRIANGLE COMMUNITY IMPROVED - MOUNT VERNON TRIANGLE COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: MOUNT VERNON TRIANGLE COMMUNITY IMPROVED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOUNT VERNON TRIANGLE COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST, MOUNT VERNON TRIANGLE COMMUNITY IMPROVED

MOUNT VERNON TRIANGLE COMMUNITY IMPROVEDEIN 20-1608105Plan #001PY 2018

457 MASSACHUSETTS AVE NW - WASHINGTON, DC 200019999202-216-0511

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$93K

+37.3% from 2017

Total participants

0.0% from 2017

Average account balance

$30,946

+37.3% from 2017

Annual return

-5.28%

+54.73 pp from 2017

Benchmarks

See 325 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort325 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$161K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+5.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$396

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$412

$137 / participant

Other / not subdivided$412100.0%

% of EOY assets

0.444%

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

$30,946

$63,953-51.6%

$54,726-43.5%

$135,379-77.1%

Participation rate

100.0%

84.9%+15.1pp

79.1%+20.9pp

82.6%+17.4pp

Annual return

-5.28%

-5.77%+0.5pp

-4.56%-0.7pp

519.79%-525.1pp

Employer contribution / active EE

$4,801

$4,256+12.8%

$3,449+39.2%

$4,779+0.5%

Participant deferral / active EE

$4,801

$4,810-0.2%

$3,953+21.5%

$5,609-14.4%

Admin fee / account holder

$137

$4,567-97.0%

$3,818-96.4%

$10,828-98.7%

MOUNT VERNON TRIANGLE COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOUNT VERNON TRIANGLE COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST

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