Retirement plan

THE SAFE HARBOR 401(K) PROFIT SHARING PLAN OF CHEYENNE VILLAGE, INC.

Name: CHEYENNE VILLAGE, INC. - THE SAFE HARBOR 401(K) PROFIT SHARING PLAN OF CHEYENNE VILLAGE, INC. (2016) Form 5500
Creator: CHEYENNE VILLAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SAFE HARBOR 401(K) PROFIT SHARING PLAN OF CHEYENNE VILLAGE, INC., CHEYENNE VILLAGE, INC.

CHEYENNE VILLAGE, INC.EIN 84-6051921Plan #002PY 2016

6275 LEHMAN DR - COLORADO SPRINGS, CO 809181433719-592-0200LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$237K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+15.7% from 2015

Total participants

116

-2.5% from 2015

Average account balance

$19,376

+28.2% from 2015

Annual return

6.12%

+2.20 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.08M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

109.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$349K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2098

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

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$2,833

Plan features & details

Pension benefit codes2F2T2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$973

$10 / participant

Other / not subdivided$973100.0%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: STOCKMAN KAST RYAN AND CO, LLP
Auditor EIN: 841509584
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,376

$77,638-75.0%

$156,551-87.6%

$62,881-69.2%

Participation rate

74.2%

71.2%+3.0pp

84.0%-9.8pp

69.3%+4.9pp

Annual return

6.12%

50.33%-44.2pp

32.23%-26.1pp

20.14%-14.0pp

Employer contribution / active EE

$774

$3,444-77.5%

$5,501-85.9%

$2,281-66.1%

Participant deferral / active EE

$1,287

$3,046-57.7%

$4,871-73.6%

$3,203-59.8%

Admin fee / account holder

$11

$5,561-99.8%

$13,028-99.9%

$4,296-99.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$2,833

THE SAFE HARBOR 401(K) PROFIT SHARING PLAN OF CHEYENNE VILLAGE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SAFE HARBOR 401(K) PROFIT SHARING PLAN OF CHEYENNE VILLAGE, INC.

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