Retirement plan

CONCOND CONSERVATORY OF MUSIC 401(K) PLAN

Name: CONCORD CONSERVATORY OF MUSIC - CONCOND CONSERVATORY OF MUSIC 401(K) PLAN (2018) Form 5500
Creator: CONCORD CONSERVATORY OF MUSIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCOND CONSERVATORY OF MUSIC 401(K) PLAN, CONCORD CONSERVATORY OF MUSIC

CONCORD CONSERVATORY OF MUSICEIN 20-2724666Plan #001PY 2018

1314 MAIN STREET - CONCORD, MA 01742978-369-0010concordconservatory.orgLinkedIn11-50 employeesmusic

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$128K

+163.5% from 2017

Total participants

+22.2% from 2017

Average account balance

$11,647

+115.6% from 2017

Annual return

13.93%

+1.22 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$876K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

61.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+22.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes3D2G2J

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$15

$2 / participant

Other / not subdivided$15100.0%

% of EOY assets

0.012%

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

$11,647

$69,541-83.3%

$59,899-80.6%

$135,380-91.4%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

13.93%

7.95%+6.0pp

3.46%+10.5pp

519.81%-505.9pp

Employer contribution / active EE

$618

$3,236-80.9%

$2,723-77.3%

$4,779-87.1%

Participant deferral / active EE

$8,471

$4,206+101.4%

$3,402+149.0%

$5,609+51.0%

Admin fee / account holder

$5,737-100.0%

$3,592-100.0%

$10,828-100.0%

CONCOND CONSERVATORY OF MUSIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCOND CONSERVATORY OF MUSIC 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