Retirement plan

CHASE COMPUTING INTERNATIONAL CORPORATION 401(K) PLAN

Name: CHASE COMPUTING INTERNATIONAL CORPORATION - CHASE COMPUTING INTERNATIONAL CORPORATION 401(K) PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#002Retirement-$909K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$941K

+10.0% from 2019

Total participants

+50.0% from 2019

Average account balance

$156,794

-26.7% from 2019

Annual return

3.12%

-7.14 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$100

$20 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.011%

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

$156,794

$165,381-5.2%

$149,730+4.7%

$158,966-1.4%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

3.12%

348.29%-345.2pp

276.70%-273.6pp

302.95%-299.8pp

Employer contribution / active EE

$5,094

$5,104-0.2%

$4,645+9.7%

$4,762+7.0%

Participant deferral / active EE

$6,640

$7,182-7.6%

$6,843-3.0%

$5,983+11.0%

Admin fee / account holder

$17

$10,809-99.8%

$9,310-99.8%

$11,250-99.9%

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