Retirement plan

COLORADO COUNTY CENTRAL APPRAISAL DISTRICT MONEY PURCHASE PENSION PLAN

Name: COLORADO CO. CENTRAL APPRAISAL DIST - COLORADO COUNTY CENTRAL APPRAISAL DISTRICT MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: COLORADO CO. CENTRAL APPRAISAL DIST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO COUNTY CENTRAL APPRAISAL DISTRICT MONEY PURCHASE PENSION PLAN, COLORADO CO. CENTRAL APPRAISAL DIST

COLORADO CO. CENTRAL APPRAISAL DISTEIN 74-2137384Plan #001PY 2024

P.O. BOX 10 - COLUMBUS, TX 789340010979-732-8222

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$246K

+48.2% from 2023

Total participants

+14.3% from 2023

Average account balance

$15,352

+29.7% from 2023

Annual return

22.19%

+18.80 pp from 2023

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$246K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+22.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5331

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 codes2C2E2F2G2J3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$85K

$7754 / participant

Other / not subdivided$85K100.0%

% of EOY assets

34.725%

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

$15,352

$211,224-92.7%

$178,505-91.4%

$145,897-89.5%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

22.19%

30.28%-8.1pp

27.16%-5.0pp

552.29%-530.1pp

Employer contribution / active EE

$7,431

$4,577+62.4%

$3,955+87.9%

$4,663+59.4%

Participant deferral / active EE

$4,247

$6,966-39.0%

$6,280-32.4%

$6,689-36.5%

Admin fee / account holder

$5,331

$12,109-56.0%

$10,428-48.9%

$13,390-60.2%

COLORADO COUNTY CENTRAL APPRAISAL DISTRICT MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLORADO COUNTY CENTRAL APPRAISAL DISTRICT MONEY PURCHASE PENSION 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