Retirement plan

PACIFIC INTEGRATED ENERGY RETIREMENT TRUST

Name: PACIFIC INTEGRATED ENERGY - PACIFIC INTEGRATED ENERGY RETIREMENT TRUST (2023) Form 5500
Creator: PACIFIC INTEGRATED ENERGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC INTEGRATED ENERGY RETIREMENT TRUST, PACIFIC INTEGRATED ENERGY

PACIFIC INTEGRATED ENERGYEIN 26-1506402Plan #001PY 2023

3934 MURPHY CANYON RD, SUITE B102 - SAN DIEGO, CA 92123858-350-0435

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$247K

+36.1% from 2022

Total participants

0.0% from 2022

Average account balance

$61,689

+36.1% from 2022

Annual return

17.07%

+33.97 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$307K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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

$32K

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

+11.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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

2 tripped

OpportunityLow employer contribution
Employer 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

$137

$27 / participant

Other / not subdivided$137100.0%

% of EOY assets

0.056%

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

$61,689

$148,623-58.5%

$135,974-54.6%

$139,466-55.8%

Participation rate

80.0%

83.9%-3.9pp

81.9%-1.9pp

80.3%-0.3pp

Annual return

17.07%

79.30%-62.2pp

68.30%-51.2pp

373.66%-356.6pp

Employer contribution / active EE

$5,246-100.0%

$4,859-100.0%

$4,754-100.0%

Participant deferral / active EE

$6,902

$8,103-14.8%

$7,760-11.1%

$6,712+2.8%

Admin fee / account holder

$34

$12,406-99.7%

$10,767-99.7%

$11,409-99.7%

PACIFIC INTEGRATED ENERGY RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC INTEGRATED ENERGY RETIREMENT 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