Retirement plan

C EVANS CONSULTING, LLC SAFE HARBOR 401(K) PSP

Name: C EVANS CONSULTING, LLC - C EVANS CONSULTING, LLC SAFE HARBOR 401(K) PSP (2020) Form 5500
Creator: C EVANS CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C EVANS CONSULTING, LLC SAFE HARBOR 401(K) PSP, C EVANS CONSULTING, LLC

C EVANS CONSULTING, LLCEIN 47-2796197Plan #001PY 2020

11939 RIDERS LANE - RESTON, VA 20191703-587-0952

Other plans on this EIN

1 filing

#002Retirement-$155K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$331K

+203.4% from 2019

Total participants

+73.3% from 2019

Average account balance

$14,391

+71.5% from 2019

Annual return

70.13%

+19.50 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-97.91%

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

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

$4K

$164 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.188%

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

$14,391

$100,895-85.7%

$90,430-84.1%

$158,950-90.9%

Participation rate

87.5%

75.0%+12.5pp

72.7%+14.8pp

82.0%+5.5pp

Annual return

70.13%

1725.54%-1655.4pp

1293.73%-1223.6pp

302.91%-232.8pp

Employer contribution / active EE

$2,078

$3,689-43.7%

$3,262-36.3%

$4,762-56.4%

Participant deferral / active EE

$4,099

$4,347-5.7%

$3,963+3.4%

$5,983-31.5%

Admin fee / account holder

$171

$6,505-97.4%

$5,613-97.0%

$11,248-98.5%

C EVANS CONSULTING, LLC SAFE HARBOR 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C EVANS CONSULTING, LLC SAFE HARBOR 401(K) PSP

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