Retirement plan

CHASE COMPUTING INTERNATIONAL CORPORATION 401(K) PLAN

Name: CHASE COMPUTING INTERNATIONAL CORPORATION - CHASE COMPUTING INTERNATIONAL CORPORATION 401(K) PLAN (2018) Form 5500
Creator: CHASE COMPUTING INTERNATIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHASE COMPUTING INTERNATIONAL CORPORATION 401(K) PLAN, CHASE COMPUTING INTERNATIONAL CORPORATION

CHASE COMPUTING INTERNATIONAL CORPORATIONEIN 95-4565860Plan #001PY 2018

2960 HUNTINGTON DR., SUITE #80501 - SAN MARINO, CA 91108626-308-5888chasecom.comLinkedIn1-10 employeescomputer software

Other plans on this EIN

1 filing

#002Retirement-$593K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$950K

-29.2% from 2017

Total participants

-14.3% from 2017

Average account balance

$158,323

-17.4% from 2017

Annual return

-6.14%

-18.75 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$286K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27999

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 codes2E2G2J3D

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.
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

$370K

$92438 / participant

Other / not subdivided$370K100.0%

% of EOY assets

38.924%

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

$158,323

$138,076+14.7%

$123,553+28.1%

$135,380+16.9%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-6.14%

153.70%-159.8pp

119.21%-125.3pp

519.81%-525.9pp

Employer contribution / active EE

$6,272

$5,152+21.7%

$4,628+35.5%

$4,779+31.2%

Participant deferral / active EE

$8,825

$6,800+29.8%

$6,426+37.3%

$5,609+57.3%

Admin fee / account holder

$61,625

$10,917+464.5%

$9,284+563.7%

$10,828+469.1%

CHASE COMPUTING INTERNATIONAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHASE COMPUTING INTERNATIONAL CORPORATION 401(K) 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