Retirement plan

CATAMOUNT MEDICAL EDUCATION, LLC 401(K) PLAN

Name: CATAMOUNT MEDICAL EDUCATION, LLC - CATAMOUNT MEDICAL EDUCATION, LLC 401(K) PLAN (2017) Form 5500
Creator: CATAMOUNT MEDICAL EDUCATION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATAMOUNT MEDICAL EDUCATION, LLC 401(K) PLAN, CATAMOUNT MEDICAL EDUCATION, LLC

CATAMOUNT MEDICAL EDUCATION, LLCEIN 47-1983926Plan #001PY 2017

189 MIDDLESEX TURNPIKE SUITE 210 - CHESTER, CT 06412860-661-4163catmeded.comLinkedIn1-10 employeeseducation management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$140K

+188.8% from 2016

Total participants

+33.3% from 2016

Average account balance

$28,033

+131.0% from 2016

Annual return

85.08%

+85.08 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$543K

Not enough data

1 years with asset history on file

Average account balance

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

$181K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92020

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$28,033

$73,518-61.9%

$63,005-55.5%

$147,585-81.0%

Participation rate

57.1%

77.9%-20.7pp

74.8%-17.7pp

82.8%-25.7pp

Annual return

85.08%

175.46%-90.4pp

87.59%-2.5pp

578.58%-493.5pp

Employer contribution / active EE

$2,437

$3,322-26.6%

$2,760-11.7%

$4,876-50.0%

Participant deferral / active EE

$4,754

$4,183+13.7%

$3,329+42.8%

$5,439-12.6%

Admin fee / account holder

$5,952-100.0%

$3,599-100.0%

$10,886-100.0%

CATAMOUNT MEDICAL EDUCATION, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CATAMOUNT MEDICAL EDUCATION, LLC 401(K) 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