Retirement plan

TRACE CONTROLS, INC. PROFIT SHARING PLAN

Name: TRACE CONTROLS, INC. - TRACE CONTROLS, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: TRACE CONTROLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRACE CONTROLS, INC. PROFIT SHARING PLAN, TRACE CONTROLS, INC.

TRACE CONTROLS, INC.EIN 45-3647836Plan #002PY 2019

P.O. BOX 507 - CARDIFF, CA 92007760-272-6222tracecontrols.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$130K

+140.7% from 2018

Total participants

+25.0% from 2018

Average account balance

$26,060

+92.6% from 2018

Annual return

11.40%

+15.77 pp from 2018

Benchmarks

See 21,380 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,380 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$683K

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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

$60K

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

+11.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10645

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$26,060

$103,392-74.8%

$87,104-70.1%

$152,897-83.0%

Participation rate

100.0%

79.4%+20.6pp

76.9%+23.1pp

82.5%+17.5pp

Annual return

11.40%

28.10%-16.7pp

28.19%-16.8pp

345.43%-334.0pp

Employer contribution / active EE

$17,500

$3,221+443.3%

$2,521+594.1%

$4,764+267.4%

Participant deferral / active EE

$4,778-100.0%

$4,048-100.0%

$5,851-100.0%

Admin fee / account holder

$12,194-100.0%

$7,491-100.0%

$11,599-100.0%

TRACE CONTROLS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRACE CONTROLS, INC. PROFIT SHARING PLAN

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