Retirement plan

CMA ARCHITECTS AND ENGINEERS LLC RET PLAN II

Name: CMA ARCHITECTS AND ENGINEERS LLC - CMA ARCHITECTS AND ENGINEERS LLC RET PLAN II (2020) Form 5500
Creator: CMA ARCHITECTS AND ENGINEERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CMA ARCHITECTS AND ENGINEERS LLC RET PLAN II, CMA ARCHITECTS AND ENGINEERS LLC

CMA ARCHITECTS AND ENGINEERS LLCEIN 66-0589443Plan #002PY 2020

1509 AVE FD ROOSEVELT, STE 200 - GUAYNABO, PR 009221490787-792-1509

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

108

No prior year

Average account balance

$18,319

No prior year

Annual return

365.79%

No prior year

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.55M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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

$726K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2567

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$18K

$162 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.887%

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

$18,319

$99,957-81.7%

$149,745-87.8%

$73,497-75.1%

Participation rate

100.0%

75.7%+24.3pp

82.5%+17.5pp

70.7%+29.3pp

Annual return

365.79%

53.87%+311.9pp

276.72%+89.1pp

28.51%+337.3pp

Employer contribution / active EE

$2,743

$3,191-14.1%

$4,646-41.0%

$2,270+20.8%

Participant deferral / active EE

$2,986

$6,073-50.8%

$6,843-56.4%

$3,740-20.1%

Admin fee / account holder

$162

$551-70.5%

$9,312-98.3%

$513-68.3%

CMA ARCHITECTS AND ENGINEERS LLC RET PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CMA ARCHITECTS AND ENGINEERS LLC RET PLAN II

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