Retirement plan

EMPLOYEE BENEFIT PLAN OF THE ARC OF COLORADO

Name: THE ARC OF COLORADO - EMPLOYEE BENEFIT PLAN OF THE ARC OF COLORADO (2017) Form 5500
Creator: THE ARC OF COLORADO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE ARC OF COLORADO, THE ARC OF COLORADO

THE ARC OF COLORADOEIN 84-6041157Plan #001PY 2017

1580 LOGAN ST STE 730 - DENVER, CO 80203303-864-9334thearcofco.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$112K

+37.3% from 2016

Total participants

+50.0% from 2016

Average account balance

$56,009

-31.4% from 2016

Annual return

9.34%

+3.52 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$333

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

+14.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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 codes2E2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$5K

$2252 / participant

Other / not subdivided$5K100.0%

% of EOY assets

4.020%

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

$56,009

$198,461-71.8%

$170,436-67.1%

$147,585-62.0%

Participation rate

50.0%

88.0%-38.0pp

83.6%-33.6pp

82.8%-32.8pp

Annual return

9.34%

257.30%-248.0pp

205.94%-196.6pp

578.57%-569.2pp

Employer contribution / active EE

$2,414

$6,184-61.0%

$5,433-55.6%

$4,876-50.5%

Participant deferral / active EE

$11,225

$5,629+99.4%

$4,939+127.2%

$5,439+106.4%

Admin fee / account holder

$2,252

$16,852-86.6%

$13,880-83.8%

$10,885-79.3%

EMPLOYEE BENEFIT PLAN OF THE ARC OF COLORADO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE ARC OF COLORADO

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