Retirement plan

ESCONDIDO POWER SPORT, INC 401(K) PLAN

Name: ESCONDIDO POWER SPORT, INC - ESCONDIDO POWER SPORT, INC 401(K) PLAN (2015) Form 5500
Creator: ESCONDIDO POWER SPORT, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ESCONDIDO POWER SPORT, INC 401(K) PLAN, ESCONDIDO POWER SPORT, INC

ESCONDIDO POWER SPORT, INCEIN 20-4222393Plan #001PY 2015

632 AERO WAY - ESCONDIDO, CA 92029760-746-0600LinkedIn1-10 employeesretail

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$321K

No prior year

Total participants

No prior year

Average account balance

$107,015

No prior year

Annual return

-1.38%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$468K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$773

$193 / participant

Other / not subdivided$773100.0%

% of EOY assets

0.241%

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

$107,015

$82,630+29.5%

$64,105+66.9%

$125,388-14.7%

Participation rate

75.0%

75.9%-0.9pp

68.2%+6.8pp

83.2%-8.2pp

Annual return

-1.38%

1489.72%-1491.1pp

791.24%-792.6pp

282.24%-283.6pp

Employer contribution / active EE

$2,769

$2,671+3.7%

$1,820+52.2%

$4,866-43.1%

Participant deferral / active EE

$3,608-100.0%

$2,822-100.0%

$5,352-100.0%

Admin fee / account holder

$258

$6,382-96.0%

$4,499-94.3%

$9,541-97.3%

ESCONDIDO POWER SPORT, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ESCONDIDO POWER SPORT, INC 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