Retirement plan

CHARTWELL STUDIO 401K PLAN

Name: CHARTWELL STUDIO - CHARTWELL STUDIO 401K PLAN (2018) Form 5500
Creator: CHARTWELL STUDIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARTWELL STUDIO 401K PLAN, CHARTWELL STUDIO

CHARTWELL STUDIOEIN 47-0894293Plan #001PY 2018

320 W OHIO STREET 3W - CHICAGO, IL 60654847-868-8614chartwellstudio.comLinkedIn1-10 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$165K

+34.9% from 2017

Total participants

0.0% from 2017

Average account balance

$55,122

+34.9% from 2017

Annual return

3.71%

+10.45 pp from 2017

Benchmarks

See 7,521 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$871K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

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

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4782

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 codes2E2F2G2J3D

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.
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

$55,122

$107,809-48.9%

$90,657-39.2%

$135,380-59.3%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

3.71%

-0.90%+4.6pp

1.89%+1.8pp

519.81%-516.1pp

Employer contribution / active EE

$5,578

$3,018+84.8%

$2,532+120.3%

$4,779+16.7%

Participant deferral / active EE

$7,158

$3,872+84.9%

$3,424+109.0%

$5,609+27.6%

Admin fee / account holder

$5,931-100.0%

$4,994-100.0%

$10,828-100.0%

CHARTWELL STUDIO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHARTWELL STUDIO 401K 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