Retirement plan

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN

Name: CAN DO MULTIPLE SCLEROSIS - CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN (2020) Form 5500
Creator: CAN DO MULTIPLE SCLEROSIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN, CAN DO MULTIPLE SCLEROSIS

CAN DO MULTIPLE SCLEROSISEIN 74-2337853Plan #001PY 2020

100 W BEAVER CREEK BLVD UNIT 200 - AVON, CO 81620970-926-1272

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1M

+41.2% from 2019

Total participants

-4.0% from 2019

Average account balance

$53,903

+63.4% from 2019

Annual return

24.61%

-1.48 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6244

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$80K

$5347 / participant

Other / not subdivided$80K100.0%

% of EOY assets

7.832%

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

$53,903

$100,895-46.6%

$90,430-40.4%

$158,950-66.1%

Participation rate

66.7%

75.0%-8.4pp

72.7%-6.0pp

82.0%-15.3pp

Annual return

24.61%

1725.54%-1700.9pp

1293.73%-1269.1pp

302.91%-278.3pp

Employer contribution / active EE

$5,703

$3,689+54.6%

$3,262+74.8%

$4,762+19.8%

Participant deferral / active EE

$6,893

$4,347+58.5%

$3,963+73.9%

$5,983+15.2%

Admin fee / account holder

$4,222

$6,505-35.1%

$5,613-24.8%

$11,248-62.5%

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY 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