Retirement plan

CHILDRENS CHORUS OF WASHINGTON 401K PROFIT SHARING PLAN TRUST

Name: CHILDRENS CHORUS OF WASHINGTON - CHILDRENS CHORUS OF WASHINGTON 401K PROFIT SHARING PLAN TRUST (2020) Form 5500
Creator: CHILDRENS CHORUS OF WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDRENS CHORUS OF WASHINGTON 401K PROFIT SHARING PLAN TRUST, CHILDRENS CHORUS OF WASHINGTON

CHILDRENS CHORUS OF WASHINGTONEIN 52-1946605Plan #001PY 2020

4910 MASSACHUSETTS AVE NW STE 316 - WASHINGTON, DC 200164382202-237-1005thechildrenshouseofwashington.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$107K

+65.0% from 2019

Total participants

0.0% from 2019

Average account balance

$53,290

-17.5% from 2019

Annual return

34.74%

+5.01 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$356K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

30.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$223

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 codes2E2G2J2T3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$459

$46 / participant

Other / not subdivided$459100.0%

% of EOY assets

0.431%

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

$53,290

$176,402-69.8%

$134,155-60.3%

$158,950-66.5%

Participation rate

20.0%

78.7%-58.7pp

72.2%-52.2pp

82.0%-62.0pp

Annual return

34.74%

63.66%-28.9pp

36.34%-1.6pp

302.91%-268.2pp

Employer contribution / active EE

$5,042-100.0%

$3,705-100.0%

$4,762-100.0%

Participant deferral / active EE

$1,954

$4,093-52.2%

$3,500-44.2%

$5,983-67.3%

Admin fee / account holder

$230

$8,719-97.4%

$6,685-96.6%

$11,248-98.0%

CHILDRENS CHORUS OF WASHINGTON 401K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDRENS CHORUS OF WASHINGTON 401K PROFIT SHARING PLAN TRUST

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