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 (2018) 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 2018

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+0.3% from 2017

Total participants

0.0% from 2017

Average account balance

$252,996

+0.3% from 2017

Annual return

-4.93%

-21.54 pp from 2017

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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

1 tripped

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

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

$252,996

$97,020+160.8%

$83,327+203.6%

$135,380+86.9%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-4.93%

12.31%-17.2pp

10.64%-15.6pp

519.81%-524.7pp

Employer contribution / active EE

$2,955

$4,144-28.7%

$3,379-12.6%

$4,779-38.2%

Participant deferral / active EE

$10,325

$5,964+73.1%

$5,565+85.5%

$5,609+84.1%

Admin fee / account holder

$8,426-100.0%

$7,540-100.0%

$10,828-100.0%

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