Retirement plan

EMPLOYEE BENEFIT PLAN OF THE CENTER FOR FREETHOUGHT EQUALITY

Name: THE CENTER FOR FREETHOUGHT EQUALITY - EMPLOYEE BENEFIT PLAN OF THE CENTER FOR FREETHOUGHT EQUALITY (2017) Form 5500
Creator: THE CENTER FOR FREETHOUGHT EQUALITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE CENTER FOR FREETHOUGHT EQUALITY, THE CENTER FOR FREETHOUGHT EQUALITY

THE CENTER FOR FREETHOUGHT EQUALITYEIN 52-2448073Plan #001PY 2017

1821 JEFFERSON PL NW - WASHINGTON, DC 200362504202-238-9088cfequality.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$8K

+81.6% from 2016

Total participants

0.0% from 2016

Average account balance

$2,670

+81.6% from 2016

Annual return

19.97%

-18.62 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$70K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

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

+11.98%

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 codes2F2S2T3D2E

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$2,670

$99,011-97.3%

$86,582-96.9%

$147,586-98.2%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

19.97%

1312.75%-1292.8pp

965.08%-945.1pp

578.59%-558.6pp

Employer contribution / active EE

$227

$3,132-92.8%

$2,839-92.0%

$4,876-95.4%

Participant deferral / active EE

$1,133

$3,972-71.5%

$3,609-68.6%

$5,439-79.2%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

EMPLOYEE BENEFIT PLAN OF THE CENTER FOR FREETHOUGHT EQUALITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE CENTER FOR FREETHOUGHT EQUALITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion