Retirement plan

TRIFECTA CONSTRUCTION LLC RETIREMENT PLAN

Name: TRIFECTA CONSTRUCTION LLC - TRIFECTA CONSTRUCTION LLC RETIREMENT PLAN (2020) Form 5500
Creator: TRIFECTA CONSTRUCTION LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIFECTA CONSTRUCTION LLC RETIREMENT PLAN, TRIFECTA CONSTRUCTION LLC

TRIFECTA CONSTRUCTION LLCEIN 46-4075345Plan #001PY 2020

PO BOX 3160 - TELLURIDE, CO 81435970-729-0090

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$756K

+60.7% from 2019

Total participants

+71.4% from 2019

Average account balance

$84,007

+25.0% from 2019

Annual return

17.89%

-4.07 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

Not enough data

1 years with asset history on file

Average account balance

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

$248K

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.

73.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$267K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3424

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 codes2E2F2J2R3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$165

$15 / participant

Other / not subdivided$165100.0%

% of EOY assets

0.022%

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

$84,007

$115,814-27.5%

$101,275-17.1%

$158,982-47.2%

Participation rate

72.7%

79.4%-6.6pp

75.8%-3.1pp

82.0%-9.2pp

Annual return

17.89%

56.16%-38.3pp

46.48%-28.6pp

302.99%-285.1pp

Employer contribution / active EE

$10,715

$4,176+156.6%

$3,660+192.8%

$4,763+125.0%

Participant deferral / active EE

$7,595

$4,958+53.2%

$4,371+73.8%

$5,983+26.9%

Admin fee / account holder

$18

$7,249-99.7%

$5,948-99.7%

$11,252-99.8%

TRIFECTA CONSTRUCTION LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIFECTA CONSTRUCTION LLC 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