Retirement plan

VISTA GEOSCIENCE LLC 401K PLAN

Name: VISTA GEOSCIENCE LLC - VISTA GEOSCIENCE LLC 401K PLAN (2021) Form 5500
Creator: VISTA GEOSCIENCE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISTA GEOSCIENCE LLC 401K PLAN, VISTA GEOSCIENCE LLC

VISTA GEOSCIENCE LLCEIN 20-5608916Plan #001PY 2021

130 CAPITAL DR, SUITE A - GOLDEN, CO 80401303-277-1694vistageoscience.comLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$814K

-26.6% from 2020

Total participants

+14.3% from 2020

Average account balance

$50,848

-35.8% from 2020

Annual return

12.42%

-3.29 pp from 2020

Benchmarks

See 15,333 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,333 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2314

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

$504K

$55997 / participant

Other / not subdivided$504K100.0%

% of EOY assets

61.946%

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

$50,848

$114,073-55.4%

$96,161-47.1%

$167,518-69.6%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

12.42%

189.95%-177.5pp

192.01%-179.6pp

478.71%-466.3pp

Employer contribution / active EE

$2,014

$3,428-41.2%

$2,798-28.0%

$4,838-58.4%

Participant deferral / active EE

$5,725

$5,195+10.2%

$4,349+31.6%

$6,342-9.7%

Admin fee / account holder

$31,499

$6,899+356.6%

$5,538+468.7%

$12,312+155.8%

VISTA GEOSCIENCE LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISTA GEOSCIENCE LLC 401K 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