Retirement plan

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

Name: CONSEJO COUNSELING AND REFERRAL SERVICE - EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE (2022) Form 5500
Creator: CONSEJO COUNSELING AND REFERRAL SERVICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE, CONSEJO COUNSELING AND REFERRAL SERVICE

CONSEJO COUNSELING AND REFERRAL SERVICEEIN 91-1021247Plan #002PY 2022

723 SW 10TH ST - RENTON, WA 980575223206-461-4880LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$636K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$915K

+2.2% from 2021

Total participants

103

+9.6% from 2021

Average account balance

$9,834

-12.1% from 2021

Annual return

-15.45%

-30.92 pp from 2021

Benchmarks

See 19,711 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,711 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

119

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.

104.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$388K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1459

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2G3D2F2T

Plan features

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).
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.
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

$15K

$216 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.676%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,834

$73,867-86.7%

$143,757-93.2%

$68,494-85.6%

Participation rate

85.9%

66.7%+19.3pp

80.3%+5.6pp

67.9%+18.0pp

Annual return

-15.45%

1.01%-16.5pp

-0.04%-15.4pp

-7.84%-7.6pp

Employer contribution / active EE

$1,179

$3,184-63.0%

$4,951-76.2%

$2,596-54.6%

Participant deferral / active EE

$1,258

$3,384-62.8%

$5,637-77.7%

$4,027-68.8%

Admin fee / account holder

$165

$5,755-97.1%

$14,673-98.9%

$5,403-96.9%

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE

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