Retirement plan

COOLCAD ELECTRONICS 401(K) PROFIT SHARING PLAN

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

COOLCAD ELECTRONICSEIN 20-5470694Plan #001PY 2018

7101 POPLAR AVENUE - TAKOMA PARK, MD 20912240-432-6535coolcadelectronics.comLinkedIn11-50 employeesdefense & space

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$344K

+1.5% from 2017

Total participants

0.0% from 2017

Average account balance

$28,676

+1.5% from 2017

Annual return

-11.24%

-38.90 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$260

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 codes2E2F2J2T3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$76

$11 / participant

Other / not subdivided$76100.0%

% of EOY assets

0.022%

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

$28,676

$90,617-68.4%

$79,476-63.9%

$135,382-78.8%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-11.24%

977.57%-988.8pp

718.21%-729.5pp

519.77%-531.0pp

Employer contribution / active EE

$2,198

$3,068-28.3%

$2,800-21.5%

$4,779-54.0%

Participant deferral / active EE

$3,979

$4,050-1.8%

$3,704+7.4%

$5,609-29.1%

Admin fee / account holder

$5,907-99.9%

$5,113-99.9%

$10,829-99.9%

COOLCAD ELECTRONICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOLCAD ELECTRONICS 401(K) 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