Retirement plan

CORINE MAGGIO NATURAL DESIGNS 401-K PROFIT SHARING PLAN

Name: CORINE MAGGIO NATURAL DESIGNS - CORINE MAGGIO NATURAL DESIGNS 401-K PROFIT SHARING PLAN (2020) Form 5500
Creator: CORINE MAGGIO NATURAL DESIGNS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORINE MAGGIO NATURAL DESIGNS 401-K PROFIT SHARING PLAN, CORINE MAGGIO NATURAL DESIGNS

CORINE MAGGIO NATURAL DESIGNSEIN 47-2666175Plan #001PY 2020

203 FLAMINGO RD. #203 - MILL VALLEY, CA 94941415-968-3029LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$174K

+34.3% from 2019

Total participants

-33.3% from 2019

Average account balance

$87,170

+101.4% from 2019

Annual return

26.62%

+2.22 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$319K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

$12K

$12283 / participant

Other / not subdivided$12K100.0%

% of EOY assets

7.045%

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

$87,170

$165,361-47.3%

$149,715-41.8%

$158,950-45.2%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

26.62%

348.24%-321.6pp

276.66%-250.0pp

302.91%-276.3pp

Employer contribution / active EE

$2,614

$5,103-48.8%

$4,645-43.7%

$4,762-45.1%

Participant deferral / active EE

$19,500

$7,182+171.5%

$6,842+185.0%

$5,983+225.9%

Admin fee / account holder

$6,142

$10,808-43.2%

$9,310-34.0%

$11,248-45.4%

CORINE MAGGIO NATURAL DESIGNS 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORINE MAGGIO NATURAL DESIGNS 401-K PROFIT SHARING 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