Retirement plan

PC AGE PROFIT SHARING PLAN I

Name: PC AGE CHERRY HILL, LLC - PC AGE PROFIT SHARING PLAN I (2018) Form 5500
Creator: PC AGE CHERRY HILL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PC AGE PROFIT SHARING PLAN I, PC AGE CHERRY HILL, LLC

PC AGE CHERRY HILL, LLCEIN 22-3705915Plan #003PY 2018

2815 KENNEDY BLVD., 3RD FLOOR - JERSEY CITY, NJ 07306201-761-0144

Other plans on this EIN

2 filings

#002Retirement-$3.2M assets #004Retirement-$53K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$138K

+33.1% from 2017

Total participants

+22.2% from 2017

Average account balance

$12,588

+8.9% from 2017

Annual return

7.80%

-13.10 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

$319K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+29.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$661

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 codes2D2E2J3B3H

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$273 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.574%

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

$12,588

$69,541-81.9%

$59,899-79.0%

$135,380-90.7%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

7.80%

7.95%-0.1pp

3.46%+4.3pp

519.81%-512.0pp

Employer contribution / active EE

$3,566

$3,236+10.2%

$2,723+31.0%

$4,779-25.4%

Participant deferral / active EE

$4,206-100.0%

$3,402-100.0%

$5,609-100.0%

Admin fee / account holder

$198

$5,737-96.5%

$3,592-94.5%

$10,828-98.2%

PC AGE PROFIT SHARING PLAN I

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PC AGE PROFIT SHARING PLAN I

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