Retirement plan

SET THE CAPTIVES FREE OUTREACH CENTER PROFIT SHARING PLAN

Name: SET THE CAPTIVES FREE OUTREACH CENTER , INC. - SET THE CAPTIVES FREE OUTREACH CENTER PROFIT SHARING PLAN (2016) Form 5500
Creator: SET THE CAPTIVES FREE OUTREACH CENTER , INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SET THE CAPTIVES FREE OUTREACH CENTER PROFIT SHARING PLAN, SET THE CAPTIVES FREE OUTREACH CENTER , INC.

SET THE CAPTIVES FREE OUTREACH CENTER , INC.dba TREACH CENTER, INC.EIN 52-2236048Plan #001PY 2016

711 WINDSOR BLVD. - BALTIMORE, MD 21244410-265-6800stcfoc.comLinkedIn1-10 employeesreligious institutions

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$91K

+34.7% from 2015

Total participants

-12.5% from 2015

Average account balance

$22,689

+34.7% from 2015

Annual return

2.62%

+10.03 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$478K

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

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

$962

$137 / participant

Other / not subdivided$962100.0%

% of EOY assets

1.060%

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

$22,689

$90,486-74.9%

$78,676-71.2%

$273,972-91.7%

Participation rate

57.1%

76.5%-19.4pp

73.6%-16.4pp

83.0%-25.9pp

Annual return

2.62%

75.62%-73.0pp

62.19%-59.6pp

41.46%-38.8pp

Employer contribution / active EE

$3,175-100.0%

$2,850-100.0%

$4,869-100.0%

Participant deferral / active EE

$3,089

$3,901-20.8%

$3,517-12.2%

$5,287-41.6%

Admin fee / account holder

$241

$5,263-95.4%

$4,510-94.7%

$10,133-97.6%

SET THE CAPTIVES FREE OUTREACH CENTER PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SET THE CAPTIVES FREE OUTREACH CENTER 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