Retirement plan

COLONY ONE AUTO CENTER, INC. PROFIT SHARING PLAN

Name: COLONY ONE AUTO CENTER, INC. - COLONY ONE AUTO CENTER, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: COLONY ONE AUTO CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLONY ONE AUTO CENTER, INC. PROFIT SHARING PLAN, COLONY ONE AUTO CENTER, INC.

COLONY ONE AUTO CENTER, INC.EIN 76-0335880Plan #001PY 2016

1131 DULLES AVENUE - STAFFORD, TX 774775706281-201-4353colonyoneauto.comLinkedIn11-50 employeesautomotive

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

+14.2% from 2015

Total participants

0.0% from 2015

Average account balance

$87,471

+14.2% from 2015

Annual return

9.25%

+8.96 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

10.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$125 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.184%

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

$87,471

$90,486-3.3%

$78,676+11.2%

$273,972-68.1%

Participation rate

61.1%

76.5%-15.4pp

73.6%-12.5pp

83.0%-21.9pp

Annual return

9.25%

75.62%-66.4pp

62.19%-52.9pp

41.46%-32.2pp

Employer contribution / active EE

$3,175-100.0%

$2,850-100.0%

$4,869-100.0%

Participant deferral / active EE

$2,974

$3,901-23.8%

$3,517-15.4%

$5,287-43.8%

Admin fee / account holder

$161

$5,263-96.9%

$4,510-96.4%

$10,133-98.4%

COLONY ONE AUTO CENTER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLONY ONE AUTO CENTER, INC. PROFIT SHARING 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