Retirement plan

COMMERCIAL TV & APPLIANCE, INC. 401(K) PROFIT SHARING PLAN

Name: COMMERCIAL TV & APPLIANCE, INC. - COMMERCIAL TV & APPLIANCE, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: COMMERCIAL TV & APPLIANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMERCIAL TV & APPLIANCE, INC. 401(K) PROFIT SHARING PLAN, COMMERCIAL TV & APPLIANCE, INC.

COMMERCIAL TV & APPLIANCE, INC.EIN 82-0254850Plan #001PY 2022

104 SOUTH ORCHARD - BOISE, ID 837051297208-947-0248

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

-0.6% from 2021

Total participants

0.0% from 2021

Average account balance

$43,790

-0.6% from 2021

Annual return

-14.20%

-25.01 pp from 2021

Benchmarks

See 9,445 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,445 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.54M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$375K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2106

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 codes2E2F2G2J2T3D

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.
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

1 tripped

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

$71K

$1546 / participant

Other / not subdivided$71K100.0%

% of EOY assets

3.123%

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

$43,790

$59,813-26.8%

$79,580-45.0%

$68,486-36.1%

Participation rate

100.0%

61.1%+38.9pp

69.5%+30.5pp

67.9%+32.1pp

Annual return

-14.20%

-12.30%-1.9pp

0.15%-14.4pp

-7.85%-6.3pp

Employer contribution / active EE

$5,265

$1,505+249.8%

$2,413+118.2%

$2,597+102.8%

Participant deferral / active EE

$2,499

$3,024-17.4%

$3,985-37.3%

$4,028-37.9%

Admin fee / account holder

$1,367

$4,835-71.7%

$6,835-80.0%

$5,404-74.7%

COMMERCIAL TV & APPLIANCE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMERCIAL TV & APPLIANCE, INC. 401(K) 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