Retirement plan

3D INVESTMENT TRUST

Name: COMPLETE COMMUNICATIONS, INC. - 3D INVESTMENT TRUST (2020) Form 5500
Creator: COMPLETE COMMUNICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 3D INVESTMENT TRUST, COMPLETE COMMUNICATIONS, INC.

COMPLETE COMMUNICATIONS, INC.EIN 74-3065434Plan #001PY 2020

758 PEGASUS DRIVE - KAYSVILLE, UT 84037801-808-1898completecommunicationsinc.comLinkedIn11-50 employeestelecommunications

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.2M

+27.7% from 2019

Total participants

+120.0% from 2019

Average account balance

$192,073

+6.4% from 2019

Annual return

19.96%

-0.47 pp from 2019

Benchmarks

See 9,165 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,165 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.90M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

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

$192,073

$115,911+65.7%

$100,530+91.1%

$158,950+20.8%

Participation rate

54.5%

81.6%-27.0pp

79.4%-24.9pp

82.0%-27.4pp

Annual return

19.96%

34.80%-14.8pp

30.89%-10.9pp

302.91%-283.0pp

Employer contribution / active EE

$609

$4,104-85.2%

$3,418-82.2%

$4,762-87.2%

Participant deferral / active EE

$5,709

$6,676-14.5%

$6,271-9.0%

$5,983-4.6%

Admin fee / account holder

$10,999-100.0%

$8,083-100.0%

$11,248-100.0%

3D INVESTMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

3D INVESTMENT TRUST

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