Retirement plan

RANCHO VERDE LANDSCAPE, INC. RETIREMENT PLAN

Name: RANCHO VERDE LANDSCAPE, INC. - RANCHO VERDE LANDSCAPE, INC. RETIREMENT PLAN (2019) Form 5500
Creator: RANCHO VERDE LANDSCAPE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RANCHO VERDE LANDSCAPE, INC. RETIREMENT PLAN, RANCHO VERDE LANDSCAPE, INC.

RANCHO VERDE LANDSCAPE, INC.EIN 20-5765870Plan #001PY 2019

1519 W CYPRESS AVE - REDLANDS, CA 923735614909-335-8200LinkedIn1-10 employeesfacilities services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$366K

+56.6% from 2018

Total participants

+13.6% from 2018

Average account balance

$20,345

+56.6% from 2018

Annual return

26.97%

+28.55 pp from 2018

Benchmarks

See 13,240 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,240 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.97%

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 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$395

$18 / participant

Other / not subdivided$395100.0%

% of EOY assets

0.108%

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

$20,345

$104,924-80.6%

$84,623-76.0%

$152,885-86.7%

Participation rate

68.2%

74.8%-6.6pp

68.2%-0.1pp

82.5%-14.3pp

Annual return

26.97%

373.82%-346.9pp

258.77%-231.8pp

345.39%-318.4pp

Employer contribution / active EE

$647

$3,302-80.4%

$2,652-75.6%

$4,763-86.4%

Participant deferral / active EE

$2,502

$4,689-46.6%

$3,899-35.8%

$5,851-57.2%

Admin fee / account holder

$22

$6,242-99.6%

$4,913-99.6%

$11,598-99.8%

RANCHO VERDE LANDSCAPE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RANCHO VERDE LANDSCAPE, INC. RETIREMENT 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