Retirement plan

SIERRA VISTA DAIRY LLP 401 K PROFIT SHARING PLAN TRUST

Name: SIERRA VISTA DAIRY LLP - SIERRA VISTA DAIRY LLP 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: SIERRA VISTA DAIRY LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIERRA VISTA DAIRY LLP 401 K PROFIT SHARING PLAN TRUST, SIERRA VISTA DAIRY LLP

SIERRA VISTA DAIRY LLPEIN 20-0932595Plan #001PY 2017

22426 E MONTE VISTA AVE - DENAIR, CA 95316209-874-9446LinkedIn1-10 employeesdairy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+25.5% from 2016

Total participants

+6.3% from 2016

Average account balance

$37,361

+21.6% from 2016

Annual return

20.58%

+10.90 pp from 2016

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11583

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

$29K

$1133 / participant

Other / not subdivided$29K100.0%

% of EOY assets

2.463%

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

$37,361

$57,828-35.4%

$117,039-68.1%

$70,126-46.7%

Participation rate

92.3%

67.1%+25.2pp

77.2%+15.1pp

69.5%+22.8pp

Annual return

20.58%

17.55%+3.0pp

18.95%+1.6pp

73.15%-52.6pp

Employer contribution / active EE

$1,020

$1,816-43.8%

$3,785-73.0%

$2,343-56.4%

Participant deferral / active EE

$1,863

$2,438-23.6%

$3,929-52.6%

$3,332-44.1%

Admin fee / account holder

$920

$3,548-74.1%

$5,974-84.6%

$4,645-80.2%

SIERRA VISTA DAIRY LLP 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIERRA VISTA DAIRY LLP 401 K PROFIT SHARING PLAN TRUST

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