Retirement plan

CARGO AIRLINE ASSOCIATION PROFIT-SHARING PLAN

Name: CARGO AIRLINE ASSOCIATION - CARGO AIRLINE ASSOCIATION PROFIT-SHARING PLAN (2020) Form 5500
Creator: CARGO AIRLINE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARGO AIRLINE ASSOCIATION PROFIT-SHARING PLAN, CARGO AIRLINE ASSOCIATION

CARGO AIRLINE ASSOCIATIONEIN 52-1245222Plan #001PY 2020

1620 L STREET, NW - WASHINGTON, DC 20036202-293-1030LinkedIn1-10 employeesairlines/aviation

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+39.3% from 2019

Total participants

0.0% from 2019

Average account balance

$557,600

+39.3% from 2019

Annual return

33.70%

+12.24 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

$63K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+56.85%

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 codes2E2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15K

$7655 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.373%

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

$557,600

$100,895+452.7%

$90,430+516.6%

$158,950+250.8%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

33.70%

1725.54%-1691.8pp

1293.73%-1260.0pp

302.91%-269.2pp

Employer contribution / active EE

$22,277

$3,689+503.9%

$3,262+582.9%

$4,762+367.8%

Participant deferral / active EE

$4,347-100.0%

$3,963-100.0%

$5,983-100.0%

Admin fee / account holder

$7,655

$6,505+17.7%

$5,613+36.4%

$11,248-31.9%

CARGO AIRLINE ASSOCIATION PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARGO AIRLINE ASSOCIATION 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