Retirement plan

CONSORTIUM WEST RETIREMENT SAVINGS PLAN

Name: CONSORTIUM WEST BUILDERS - CONSORTIUM WEST RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: CONSORTIUM WEST BUILDERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSORTIUM WEST RETIREMENT SAVINGS PLAN, CONSORTIUM WEST BUILDERS

CONSORTIUM WEST BUILDERSEIN 47-3049491Plan #001PY 2019

10005 MISSION MILL ROAD - WHITTIER, CA 90601562-948-4242consortium-west.comLinkedIn201-500 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$534K

+171.0% from 2018

Total participants

+38.9% from 2018

Average account balance

$38,163

+74.2% from 2018

Annual return

88.75%

-466.21 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$349K

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

300.0%

Not enough data

1 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

+6.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24823

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 codes2E2G2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$40

$2 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.007%

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

$38,163

$107,363-64.5%

$92,909-58.9%

$152,897-75.0%

Participation rate

50.0%

79.8%-29.8pp

76.0%-26.0pp

82.5%-32.5pp

Annual return

88.75%

145.63%-56.9pp

109.44%-20.7pp

345.43%-256.7pp

Employer contribution / active EE

$4,222-100.0%

$3,653-100.0%

$4,764-100.0%

Participant deferral / active EE

$7,369

$4,848+52.0%

$4,238+73.9%

$5,851+25.9%

Admin fee / account holder

$7,082-100.0%

$5,795-100.0%

$11,599-100.0%

CONSORTIUM WEST RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSORTIUM WEST RETIREMENT SAVINGS 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