Retirement plan

1ST CENTURY VOYAGES RETIREMENT PLAN

Name: CHAPEL HILL MARKETING - 1ST CENTURY VOYAGES RETIREMENT PLAN (2018) Form 5500
Creator: CHAPEL HILL MARKETING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 1ST CENTURY VOYAGES RETIREMENT PLAN, CHAPEL HILL MARKETING

CHAPEL HILL MARKETINGdba DBA FIRST CENTURY VOYAGESEIN 56-1650561Plan #001PY 2018

141 PROVIDENCE ROAD STE 160 - CHAPEL HILL, NC 27514919-381-5722

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+1.2% from 2017

Total participants

+66.7% from 2017

Average account balance

$609,407

+1.2% from 2017

Annual return

-2.89%

-21.07 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.48M

Not enough data

1 years with asset history on file

Average account balance

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

$620K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+14.37%

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$609,407

$95,188+540.2%

$76,518+696.4%

$135,379+350.1%

Participation rate

0.0%

74.4%-74.4pp

68.0%-68.0pp

82.6%-82.6pp

Annual return

-2.89%

4.85%-7.7pp

-0.27%-2.6pp

519.79%-522.7pp

Employer contribution / active EE

$18,695

$3,303+466.0%

$2,647+606.2%

$4,779+291.2%

Participant deferral / active EE

$18,500

$4,640+298.7%

$3,836+382.3%

$5,609+229.8%

Admin fee / account holder

$6,249-100.0%

$4,849-100.0%

$10,828-100.0%

1ST CENTURY VOYAGES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

1ST CENTURY VOYAGES RETIREMENT PLAN

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