Retirement plan

CAD BASED SOLUTIONS 401(K) PROFIT SHARING PLAN

Name: CAD BASED SOLUTIONS - CAD BASED SOLUTIONS 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CAD BASED SOLUTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAD BASED SOLUTIONS 401(K) PROFIT SHARING PLAN, CAD BASED SOLUTIONS

CAD BASED SOLUTIONSEIN 91-1856807Plan #003PY 2019

4168-148TH AVENUE NE - REDMOND, WA 98052425-603-1500cad-based.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+42.8% from 2018

Total participants

+14.8% from 2018

Average account balance

$48,054

+24.4% from 2018

Annual return

19.86%

+28.11 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.72M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

239.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$533K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18662

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

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

$86K

$1868 / participant

Other / not subdivided$86K100.0%

% of EOY assets

2.555%

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

$48,054

$89,367-46.2%

$141,191-66.0%

$72,975-34.2%

Participation rate

100.0%

75.1%+24.9pp

82.5%+17.5pp

69.5%+30.5pp

Annual return

19.86%

111.87%-92.0pp

71.41%-51.5pp

81.01%-61.2pp

Employer contribution / active EE

$3,460

$3,115+11.1%

$4,736-26.9%

$2,440+41.8%

Participant deferral / active EE

$10,132

$5,419+87.0%

$6,710+51.0%

$3,608+180.8%

Admin fee / account holder

$1,228

$5,957-79.4%

$10,264-88.0%

$5,124-76.0%

CAD BASED SOLUTIONS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAD BASED SOLUTIONS 401(K) PROFIT SHARING PLAN

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