Retirement plan

CENTURY 21 A PROPERTY SHOPPE PROFIT SHARING PLAN

Name: CENTURY 21 A PROPERTY SHOPPE - CENTURY 21 A PROPERTY SHOPPE PROFIT SHARING PLAN (2017) Form 5500
Creator: CENTURY 21 A PROPERTY SHOPPE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTURY 21 A PROPERTY SHOPPE PROFIT SHARING PLAN, CENTURY 21 A PROPERTY SHOPPE

CENTURY 21 A PROPERTY SHOPPEEIN 91-2092866Plan #002PY 2017

2033 NORTH MAIN STREET - SALINAS, CA 93906831-443-2121LinkedIn11-50 employeesretail

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+5.7% from 2016

Total participants

-14.3% from 2016

Average account balance

$325,115

+23.3% from 2016

Annual return

7.04%

-0.81 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$737K

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+6.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13383

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 codes2E2F2G3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$65K

$13007 / participant

Other / not subdivided$65K100.0%

% of EOY assets

3.334%

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

$325,115

$232,540+39.8%

$185,117+75.6%

$147,586+120.3%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

7.04%

43.03%-36.0pp

40.50%-33.5pp

578.59%-571.6pp

Employer contribution / active EE

$8,040

$5,195+54.8%

$4,182+92.3%

$4,876+64.9%

Participant deferral / active EE

$5,834-100.0%

$5,045-100.0%

$5,439-100.0%

Admin fee / account holder

$10,839

$10,275+5.5%

$8,159+32.8%

$10,886-0.4%

CENTURY 21 A PROPERTY SHOPPE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTURY 21 A PROPERTY SHOPPE 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