Retirement plan

COLYEAR DEVELOPMENT CORPORATION 401 K PROFIT SHARING PLAN AND

Name: COLYEAR DEVELOPMENT CORPORATION - COLYEAR DEVELOPMENT CORPORATION 401 K PROFIT SHARING PLAN AND (2017) Form 5500
Creator: COLYEAR DEVELOPMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLYEAR DEVELOPMENT CORPORATION 401 K PROFIT SHARING PLAN AND, COLYEAR DEVELOPMENT CORPORATION

COLYEAR DEVELOPMENT CORPORATIONEIN 95-2370102Plan #002PY 2017

11138 VALLEY MALL STE. 200 - EL MONTE, CA 91731626-579-0521LinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+25.0% from 2016

Total participants

0.0% from 2016

Average account balance

$241,653

+25.0% from 2016

Annual return

16.16%

+12.17 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

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.41M

Not enough data

1 years with asset history on file

Average account balance

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

$568K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12153

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 10-year trajectory. $4.99 for your first month.

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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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$399

$67 / participant

Other / not subdivided$399100.0%

% of EOY assets

0.028%

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

$241,653

$232,540+3.9%

$185,117+30.5%

$147,584+63.7%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

16.16%

43.03%-26.9pp

40.50%-24.3pp

578.55%-562.4pp

Employer contribution / active EE

$6,926

$5,195+33.3%

$4,182+65.6%

$4,876+42.0%

Participant deferral / active EE

$10,257

$5,834+75.8%

$5,045+103.3%

$5,439+88.6%

Admin fee / account holder

$67

$10,275-99.4%

$8,159-99.2%

$10,885-99.4%

COLYEAR DEVELOPMENT CORPORATION 401 K PROFIT SHARING PLAN AND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLYEAR DEVELOPMENT CORPORATION 401 K PROFIT SHARING PLAN AND

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