Retirement plan

TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: TASHA'S TRAINING & CONSULTING LLC - TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: TASHA'S TRAINING & CONSULTING LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST, TASHA'S TRAINING & CONSULTING LLC

TASHA'S TRAINING & CONSULTING LLCEIN 47-1768455Plan #001PY 2018

24799 LINCOLN AVENUE - MURRIETA, CA 92562951-696-3833

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$129K

No prior year

Total participants

No prior year

Average account balance

$32,314

No prior year

Annual return

-9.79%

No prior year

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$253 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.783%

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

$32,314

$69,518-53.5%

$59,887-46.0%

$135,379-76.1%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

-9.79%

7.95%-17.7pp

3.46%-13.3pp

519.79%-529.6pp

Employer contribution / active EE

$1,056

$3,235-67.4%

$2,722-61.2%

$4,779-77.9%

Participant deferral / active EE

$12,250

$4,204+191.4%

$3,402+260.1%

$5,609+118.4%

Admin fee / account holder

$253

$5,734-95.6%

$3,591-93.0%

$10,828-97.7%

TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND 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