Retirement plan

SUNSET INTERNATIONAL MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

Name: SUNSET INTERNATIONAL MANAGEMENT COMPANY - SUNSET INTERNATIONAL MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SUNSET INTERNATIONAL MANAGEMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNSET INTERNATIONAL MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN, SUNSET INTERNATIONAL MANAGEMENT COMPANY

SUNSET INTERNATIONAL MANAGEMENT COMPANYEIN 27-1360774Plan #002PY 2016

4314 MARINA CITY DR PH 16 - MARINA DEL REY, CA 902925845310-867-2701LinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$470K

+21.5% from 2015

Total participants

0.0% from 2015

Average account balance

$156,574

+21.5% from 2015

Annual return

4.81%

+7.94 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.12M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+41.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23573

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 codes2E2J3D

Plan features

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.
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

$7K

$2254 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.440%

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

$156,574

$215,361-27.3%

$171,082-8.5%

$273,972-42.9%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

4.81%

25.14%-20.3pp

32.56%-27.7pp

41.46%-36.6pp

Employer contribution / active EE

$3,730

$4,967-24.9%

$4,002-6.8%

$4,869-23.4%

Participant deferral / active EE

$20,000

$5,543+260.8%

$4,797+316.9%

$5,287+278.3%

Admin fee / account holder

$2,254

$10,846-79.2%

$8,520-73.5%

$10,133-77.8%

SUNSET INTERNATIONAL MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNSET INTERNATIONAL MANAGEMENT COMPANY 401(K) PROFIT SHARING 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