Retirement plan

COLLINS & ASSOCIATES, SC 401(K) PROFIT SHARING PLA

Name: COLLINS & ASSOCIATES, S.C. - COLLINS & ASSOCIATES, SC 401(K) PROFIT SHARING PLA (2018) Form 5500
Creator: COLLINS & ASSOCIATES, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLINS & ASSOCIATES, SC 401(K) PROFIT SHARING PLA, COLLINS & ASSOCIATES, S.C.

COLLINS & ASSOCIATES, S.C.EIN 39-1769340Plan #001PY 2018

PO BOX 120 - PRAIRIE DU CHIEN, WI 538210120608-326-6456cpacollins.comLinkedIn11-50 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$835K

-1.0% from 2017

Total participants

+10.0% from 2017

Average account balance

$92,821

-12.0% from 2017

Annual return

-8.91%

-13.46 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

$2.13M

Not enough data

1 years with asset history on file

Average account balance

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

$237K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

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

+28.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16097

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 codes2G2J2E2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$92,821

$138,076-32.8%

$123,553-24.9%

$135,380-31.4%

Participation rate

71.4%

84.7%-13.3pp

82.3%-10.9pp

82.6%-11.2pp

Annual return

-8.91%

153.70%-162.6pp

119.21%-128.1pp

519.81%-528.7pp

Employer contribution / active EE

$1,306

$5,152-74.7%

$4,628-71.8%

$4,779-72.7%

Participant deferral / active EE

$8,227

$6,800+21.0%

$6,426+28.0%

$5,609+46.7%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

COLLINS & ASSOCIATES, SC 401(K) PROFIT SHARING PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLLINS & ASSOCIATES, SC 401(K) PROFIT SHARING PLA

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