Retirement plan

COLYEAR DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN AND

Name: COLYEAR DEVELOPMENT CORPORATION - COLYEAR DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN AND (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-1.2% from 2017

Total participants

0.0% from 2017

Average account balance

$238,791

-1.2% from 2017

Annual return

-8.33%

-24.49 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$485K

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

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+15.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3528

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

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

$11K

$1788 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.749%

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

$238,791

$211,946+12.7%

$169,452+40.9%

$135,380+76.4%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-8.33%

3.26%-11.6pp

1.83%-10.2pp

519.81%-528.1pp

Employer contribution / active EE

$7,125

$5,117+39.2%

$4,157+71.4%

$4,779+49.1%

Participant deferral / active EE

$10,151

$6,075+67.1%

$5,277+92.4%

$5,609+81.0%

Admin fee / account holder

$1,788

$11,472-84.4%

$9,110-80.4%

$10,828-83.5%

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