Retirement plan

MY CHOICE FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Name: MY CHOICE FOUNDATION - MY CHOICE FOUNDATION 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: MY CHOICE FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MY CHOICE FOUNDATION 401 K PROFIT SHARING PLAN TRUST, MY CHOICE FOUNDATION

MY CHOICE FOUNDATIONEIN 20-5326593Plan #001PY 2018

P. O. BOX 580631 - ELK GROVE, CA 95758916-394-1060trustmgmtservices.comLinkedIn11-50 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$599K

+8.4% from 2017

Total participants

0.0% from 2017

Average account balance

$33,281

+8.4% from 2017

Annual return

-5.56%

-18.18 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$549

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G2E2T3D2J2F

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$5K

$309 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.773%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,281

$95,193-65.0%

$76,523-56.5%

$135,375-75.4%

Participation rate

93.3%

74.4%+18.9pp

68.0%+25.3pp

82.6%+10.7pp

Annual return

-5.56%

4.85%-10.4pp

-0.27%-5.3pp

519.73%-525.3pp

Employer contribution / active EE

$3,474

$3,302+5.2%

$2,647+31.2%

$4,779-27.3%

Participant deferral / active EE

$1,732

$4,639-62.7%

$3,835-54.8%

$5,609-69.1%

Admin fee / account holder

$257

$6,249-95.9%

$4,848-94.7%

$10,827-97.6%

MY CHOICE FOUNDATION 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MY CHOICE FOUNDATION 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