Retirement plan

CRANE FLORES, LLP 401(K) PROFIT SHARING PLAN

Name: CRANE FLORES LLP - CRANE FLORES, LLP 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CRANE FLORES LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRANE FLORES, LLP 401(K) PROFIT SHARING PLAN, CRANE FLORES LLP

CRANE FLORES LLPEIN 77-0377931Plan #001PY 2019

15 W. CARRILLO STREET SUITE 310 - SANTA BARBARA, CA 93101805-452-3705cranefloresllp.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$82K

No prior year

Total participants

No prior year

Average account balance

$27,488

No prior year

Annual return

18.27%

No prior year

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$403K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+5.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$359

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$27,488

$157,276-82.5%

$141,177-80.5%

$152,885-82.0%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

18.27%

64.33%-46.1pp

71.40%-53.1pp

345.39%-327.1pp

Employer contribution / active EE

$660

$5,262-87.5%

$4,736-86.1%

$4,763-86.1%

Participant deferral / active EE

$7,110-100.0%

$6,710-100.0%

$5,851-100.0%

Admin fee / account holder

$12,123-100.0%

$10,263-100.0%

$11,598-100.0%

CRANE FLORES, LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRANE FLORES, LLP 401(K) PROFIT SHARING PLAN

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