Retirement plan

COLORADO REAL ESTATE JOURNAL, INC. PROFIT SHARING PLAN AND TRUST

Name: COLORADO REAL ESTATE JOURNAL, INC. - COLORADO REAL ESTATE JOURNAL, INC. PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: COLORADO REAL ESTATE JOURNAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO REAL ESTATE JOURNAL, INC. PROFIT SHARING PLAN AND TRUST, COLORADO REAL ESTATE JOURNAL, INC.

COLORADO REAL ESTATE JOURNAL, INC.EIN 84-1186282Plan #001PY 2015

1600 STOUT STREET, SUITE 1330 - DENVER, CO 80202303-623-1148crej.comLinkedIn11-50 employeesnewspapers

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$143,924

No prior year

Annual return

-0.32%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.63M

Not enough data

1 years with asset history on file

Average account balance

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

$526K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.26%

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

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

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

$143,924

$86,701+66.0%

$73,309+96.3%

$125,389+14.8%

Participation rate

100.0%

78.6%+21.4pp

74.9%+25.1pp

83.2%+16.8pp

Annual return

-0.32%

2.78%-3.1pp

5.67%-6.0pp

282.24%-282.6pp

Employer contribution / active EE

$2,295

$4,152-44.7%

$3,237-29.1%

$4,866-52.8%

Participant deferral / active EE

$8,488

$5,549+53.0%

$4,991+70.1%

$5,352+58.6%

Admin fee / account holder

$7,768-100.0%

$5,635-100.0%

$9,541-100.0%

COLORADO REAL ESTATE JOURNAL, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLORADO REAL ESTATE JOURNAL, INC. PROFIT SHARING PLAN AND TRUST

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