Retirement plan

OCEAN VISTA CORP PROFIT SHARING PLAN

Name: OCEAN VISTA CORP - OCEAN VISTA CORP PROFIT SHARING PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$771K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$135K

+16.1% from 2017

Total participants

+100.0% from 2017

Average account balance

$33,645

-42.0% from 2017

Annual return

-18.02%

-36.22 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

$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

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

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

$33,645

$211,946-84.1%

$169,452-80.1%

$135,380-75.1%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-18.02%

3.26%-21.3pp

1.83%-19.8pp

519.81%-537.8pp

Employer contribution / active EE

$757

$5,117-85.2%

$4,157-81.8%

$4,779-84.2%

Participant deferral / active EE

$9,125

$6,075+50.2%

$5,277+72.9%

$5,609+62.7%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,828-100.0%

OCEAN VISTA CORP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OCEAN VISTA CORP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion