Retirement plan

CATUREGLIO ENTERPRISES SOLO 401K PLAN

Name: CATUREGLIO ENTERPRISES - CATUREGLIO ENTERPRISES SOLO 401K PLAN (2019) Form 5500
Creator: CATUREGLIO ENTERPRISES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATUREGLIO ENTERPRISES SOLO 401K PLAN, CATUREGLIO ENTERPRISES

CATUREGLIO ENTERPRISESdba CATUREGLIO ENTERPRISESEIN 83-0853904Plan #001PY 2019

1100 UNIVERSITY ST APT 1605 - SEATTLE, WA 981013187646-783-9068

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$460K

No prior year

Total participants

No prior year

Average account balance

$230,000

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 15,857 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,857 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$608K

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

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

+11.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$400

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 codes2G2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$299

$150 / participant

Other / not subdivided$299100.0%

% of EOY assets

0.065%

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

$230,000

$226,105+1.7%

$182,540+26.0%

$152,897+50.4%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

0.00%

192.58%-192.6pp

148.58%-148.6pp

345.43%-345.4pp

Employer contribution / active EE

$9,500

$4,978+90.8%

$4,076+133.1%

$4,764+99.4%

Participant deferral / active EE

$29,094

$6,370+356.7%

$5,525+426.5%

$5,851+397.2%

Admin fee / account holder

$150

$10,706-98.6%

$8,593-98.3%

$11,599-98.7%

CATUREGLIO ENTERPRISES SOLO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATUREGLIO ENTERPRISES SOLO 401K 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