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 (2019) 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 2019

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

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+20.9% from 2018

Total participants

-30.0% from 2018

Average account balance

$580,172

+72.8% from 2018

Annual return

23.26%

+29.16 pp from 2018

Benchmarks

See 85 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Cohort85 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$437K

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.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+25.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1815

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$171K

Other / not subdivided$171K100.0%

% of EOY assets

4.211%

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

$580,172

$282,493+105.4%

$182,540+217.8%

Participation rate

0.0%

61.6%-61.6pp

78.0%-78.0pp

Annual return

23.26%

11.66%+11.6pp

148.58%-125.3pp

Employer contribution / active EE

$3,086-100.0%

$4,076-100.0%

Participant deferral / active EE

$2,811-100.0%

$5,525-100.0%

Admin fee / account holder

$24,432

$13,338+83.2%

$8,593+184.3%

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