Retirement plan

CAERUS ENTERPRISES 401 K PROFIT SHARING PLAN TRUST

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

CAERUS ENTERPRISESEIN 27-3536320Plan #001PY 2018

815 N MAIN ST - SANTA ANA, CA 927013508714-479-0212LinkedIn1-10 employees

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$106K

+58.5% from 2017

Total participants

0.0% from 2017

Average account balance

$53,167

+58.5% from 2017

Annual return

-10.82%

-29.50 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$423K

Not enough data

1 years with asset history on file

Average account balance

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

$212K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60

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 codes2G2T2J3D2E2F

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$53,167

$138,076-61.5%

$123,553-57.0%

$135,380-60.7%

Participation rate

50.0%

84.7%-34.7pp

82.3%-32.3pp

82.6%-32.6pp

Annual return

-10.82%

153.70%-164.5pp

119.21%-130.0pp

519.81%-530.6pp

Employer contribution / active EE

$7,000

$5,152+35.9%

$4,628+51.3%

$4,779+46.5%

Participant deferral / active EE

$4,625

$6,800-32.0%

$6,426-28.0%

$5,609-17.5%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

CAERUS ENTERPRISES 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAERUS ENTERPRISES 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion