Retirement plan

COLTON CA MULTI ASC LP 401(K) PROFIT SHARING PLAN & TRUST

Name: COLTON CA MULTI ASC LP - COLTON CA MULTI ASC LP 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: COLTON CA MULTI ASC LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLTON CA MULTI ASC LP 401(K) PROFIT SHARING PLAN & TRUST, COLTON CA MULTI ASC LP

COLTON CA MULTI ASC LPEIN 46-1462978Plan #001PY 2020

900 E WASHINGTON ST STE 155 - COLTON, CA 923244196909-370-0492

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1M

+18.3% from 2019

Total participants

+8.1% from 2019

Average account balance

$27,253

+8.7% from 2019

Annual return

21.79%

-2.53 pp from 2019

Benchmarks

See 18,636 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,636 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

204.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

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

+14.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2364

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 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$64K

$2448 / participant

Other / not subdivided$64K100.0%

% of EOY assets

6.313%

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

$27,253

$91,167-70.1%

$178,498-84.7%

$79,858-65.9%

Participation rate

88.5%

69.2%+19.3pp

81.9%+6.5pp

69.6%+18.8pp

Annual return

21.79%

24.19%-2.4pp

151.09%-129.3pp

31.72%-9.9pp

Employer contribution / active EE

$958

$3,255-70.6%

$5,011-80.9%

$2,471-61.2%

Participant deferral / active EE

$321

$3,236-90.1%

$5,202-93.8%

$3,740-91.4%

Admin fee / account holder

$1,721

$6,747-74.5%

$13,985-87.7%

$5,306-67.6%

COLTON CA MULTI ASC LP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLTON CA MULTI ASC LP 401(K) PROFIT SHARING PLAN & TRUST

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