Retirement plan

EMPLOYEE BENEFIT PLAN OF CALABAZAS CREEK RESEARCH, INC.

Name: CALABAZAS CREEK RESEARCH, INC. - EMPLOYEE BENEFIT PLAN OF CALABAZAS CREEK RESEARCH, INC. (2020) Form 5500
Creator: CALABAZAS CREEK RESEARCH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CALABAZAS CREEK RESEARCH, INC., CALABAZAS CREEK RESEARCH, INC.

CALABAZAS CREEK RESEARCH, INC.EIN 77-0435955Plan #001PY 2020

PO BOX 1270 - SHINGLETOWN, CA 960881270650-312-9575calcreek.comLinkedIn1-10 employeesdefense & space

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+16.3% from 2019

Total participants

0.0% from 2019

Average account balance

$329,727

+16.3% from 2019

Annual return

12.69%

-4.70 pp from 2019

Benchmarks

See 120,811 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,811 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.48M

Not enough data

1 years with asset history on file

Average account balance

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

$348K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

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

+8.77%

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2F2G2T3D

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.
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.
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

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

$72

$9 / participant

Other / not subdivided$72100.0%

% of EOY assets

0.003%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$329,727

$165,335+99.4%

$149,696+120.3%

$158,922+107.5%

Participation rate

75.0%

84.6%-9.6pp

82.5%-7.5pp

82.0%-7.0pp

Annual return

12.69%

348.15%-335.5pp

276.60%-263.9pp

302.83%-290.1pp

Employer contribution / active EE

$1,943

$5,103-61.9%

$4,644-58.2%

$4,761-59.2%

Participant deferral / active EE

$8,419

$7,181+17.2%

$6,842+23.0%

$5,982+40.7%

Admin fee / account holder

$10,807-99.9%

$9,309-99.9%

$11,246-99.9%

EMPLOYEE BENEFIT PLAN OF CALABAZAS CREEK RESEARCH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CALABAZAS CREEK RESEARCH, INC.

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