Retirement plan

CATUREGLIO ENTERPRISES SOLO 401K PLAN

Name: CATUREGLIO ENTERPRISES - CATUREGLIO ENTERPRISES SOLO 401K PLAN (2021) 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 2021

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$802K

+26.4% from 2020

Total participants

0.0% from 2020

Average account balance

$401,205

+26.4% from 2020

Annual return

13.98%

-8.38 pp from 2020

Benchmarks

See 17,099 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,099 peers

Snapshot2021

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 codes2G2J3B2E

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$500

$250 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.062%

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

$401,205

$227,597+76.3%

$189,575+111.6%

$167,536+139.5%

Participation rate

100.0%

82.5%+17.5pp

78.4%+21.6pp

82.1%+17.9pp

Annual return

13.98%

78.44%-64.5pp

64.19%-50.2pp

478.82%-464.8pp

Employer contribution / active EE

$29,875

$5,316+462.0%

$4,412+577.1%

$4,839+517.4%

Participant deferral / active EE

$9,750

$7,002+39.2%

$6,174+57.9%

$6,342+53.7%

Admin fee / account holder

$250

$11,877-97.9%

$9,806-97.5%

$12,315-98.0%

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