Retirement plan

OPUS POS (CA), INC. RETIREMENT PLAN

Name: OPUS POS (CA), INC. - OPUS POS (CA), INC. RETIREMENT PLAN (2018) Form 5500
Creator: OPUS POS (CA), INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OPUS POS (CA), INC. RETIREMENT PLAN, OPUS POS (CA), INC.

OPUS POS (CA), INC.EIN 20-5014876Plan #001PY 2018

205 LEMON CREEK DR. - WALNUT, CA 91789909-598-3600LinkedIn1-10 employeescomputer software

Other plans on this EIN

1 filing

#002Retirement-$824K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$389K

+53.6% from 2017

Total participants

+25.0% from 2017

Average account balance

$48,634

+53.6% from 2017

Annual return

21.94%

-8.39 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$232K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

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

+20.52%

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 codes2D2E2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$48,634

$135,645-64.1%

$110,243-55.9%

$135,380-64.1%

Participation rate

77.8%

83.5%-5.7pp

79.8%-2.0pp

82.6%-4.9pp

Annual return

21.94%

513.24%-491.3pp

314.76%-292.8pp

519.81%-497.9pp

Employer contribution / active EE

$2,071

$4,907-57.8%

$3,827-45.9%

$4,779-56.7%

Participant deferral / active EE

$6,833

$5,507+24.1%

$4,672+46.3%

$5,609+21.8%

Admin fee / account holder

$11,458-100.0%

$8,548-100.0%

$10,828-100.0%

OPUS POS (CA), INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OPUS POS (CA), INC. RETIREMENT 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