Retirement plan

CORPS SOLUTIONS 401(K) RETIREMENT PLAN

Name: CORPS SOLUTIONS LLC - CORPS SOLUTIONS 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: CORPS SOLUTIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPS SOLUTIONS 401(K) RETIREMENT PLAN, CORPS SOLUTIONS LLC

CORPS SOLUTIONS LLCEIN 26-4751413Plan #001PY 2018

235 GARRISONVILLE RD SUITE 202 - STAFFORD, VA 22554540-300-1274corps-solutions.comLinkedIn201-500 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.7M

+11.6% from 2017

Total participants

228

-1.3% from 2017

Average account balance

$45,670

+5.6% from 2017

Annual return

1.42%

-17.57 pp from 2017

Benchmarks

See 1,003 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,003 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.83M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

190

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.

58.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$291

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

1 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 codes2E2F2G2J2T3D

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

$3K

$15 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CORBIN & COMPANY PC
Auditor EIN: 541571464
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,670

$33,067+38.1%

$76,518-40.3%

$56,287-18.9%

Participation rate

70.6%

55.4%+15.3pp

68.0%+2.6pp

69.9%+0.8pp

Annual return

1.42%

2.72%-1.3pp

-0.27%+1.7pp

-9.96%+11.4pp

Employer contribution / active EE

$2,260

$1,200+88.3%

$2,647-14.6%

$2,111+7.0%

Participant deferral / active EE

$5,533

$2,240+147.0%

$3,836+44.3%

$3,350+65.2%

Admin fee / account holder

$18

$537-96.7%

$4,849-99.6%

$521-96.6%

CORPS SOLUTIONS 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPS SOLUTIONS 401(K) RETIREMENT 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