Retirement plan

OCEAN VISTA CORP PROFIT SHARING PLAN

Name: OCEAN VISTA CORP - OCEAN VISTA CORP PROFIT SHARING PLAN (2017) Form 5500
Creator: OCEAN VISTA CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCEAN VISTA CORP PROFIT SHARING PLAN, OCEAN VISTA CORP

OCEAN VISTA CORPEIN 20-0076690Plan #002PY 2017

1309 PICO BLVD STE C - SANTA MONICA, CA 904051556310-396-0779

Other plans on this EIN

1 filing

#001Retirement-$1.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$116K

+42.8% from 2016

Total participants

-50.0% from 2016

Average account balance

$57,969

+185.7% from 2016

Annual return

18.20%

+18.15 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

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

Analytics

Total assets (EOY)

Plan-year ending balance

$428K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

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

+4.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1016

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$23K

$11607 / participant

Other / not subdivided$23K100.0%

% of EOY assets

20.023%

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

$57,969

$232,540-75.1%

$185,117-68.7%

$147,586-60.7%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

18.20%

43.03%-24.8pp

40.50%-22.3pp

578.59%-560.4pp

Employer contribution / active EE

$609

$5,195-88.3%

$4,182-85.4%

$4,876-87.5%

Participant deferral / active EE

$21,000

$5,834+260.0%

$5,045+316.3%

$5,439+286.1%

Admin fee / account holder

$11,607

$10,275+13.0%

$8,159+42.3%

$10,886+6.6%

OCEAN VISTA CORP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCEAN VISTA CORP PROFIT SHARING 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