Retirement plan

CLELAND WOOLWORTH CAPITAL GROU 401 K PROFIT SHARING PLAN TRUST

Name: CLELAND WOOLWORTH CAPITAL GROU - CLELAND WOOLWORTH CAPITAL GROU 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: CLELAND WOOLWORTH CAPITAL GROU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLELAND WOOLWORTH CAPITAL GROU 401 K PROFIT SHARING PLAN TRUST, CLELAND WOOLWORTH CAPITAL GROU

CLELAND WOOLWORTH CAPITAL GROUEIN 93-1291657Plan #001PY 2017

5800 SW MEADOWS RD STE 230 - LAKE OSWEGO, OR 970358253503-968-0950

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$317K

+47.6% from 2016

Total participants

0.0% from 2016

Average account balance

$158,292

+47.6% from 2016

Annual return

21.75%

+18.53 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$115K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117192

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$158,292

$171,867-7.9%

$149,716+5.7%

$147,585+7.3%

Participation rate

50.0%

88.2%-38.2pp

87.1%-37.1pp

82.8%-32.8pp

Annual return

21.75%

2113.36%-2091.6pp

1501.67%-1479.9pp

578.58%-556.8pp

Employer contribution / active EE

$1,850

$6,275-70.5%

$5,444-66.0%

$4,876-62.1%

Participant deferral / active EE

$12,000

$7,270+65.1%

$6,568+82.7%

$5,439+120.6%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

CLELAND WOOLWORTH CAPITAL GROU 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CLELAND WOOLWORTH CAPITAL GROU 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion