Retirement plan

REP SERVICES, INC. OF CALIFORNIA MONEY PURCHASE PLAN

Name: REP SERVICES, INC. OF CALIFORNIA - REP SERVICES, INC. OF CALIFORNIA MONEY PURCHASE PLAN (2016) Form 5500
Creator: REP SERVICES, INC. OF CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REP SERVICES, INC. OF CALIFORNIA MONEY PURCHASE PLAN, REP SERVICES, INC. OF CALIFORNIA

REP SERVICES, INC. OF CALIFORNIAEIN 33-0063690Plan #002PY 2016

22761 MAPLEWOOD - MISSION VIEJO, CA 926924724949-460-0673

Other plans on this EIN

1 filing

#001Retirement-$800K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$523K

+12.2% from 2015

Total participants

0.0% from 2015

Average account balance

$523,353

+12.2% from 2015

Annual return

7.02%

+7.62 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+10.45%

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 codes2C

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$523,353

$88,707+490.0%

$74,184+605.5%

$273,972+91.0%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

7.02%

11.94%-4.9pp

17.74%-10.7pp

41.46%-34.4pp

Employer contribution / active EE

$24,250

$3,159+667.6%

$2,370+923.2%

$4,869+398.1%

Participant deferral / active EE

$4,212-100.0%

$3,550-100.0%

$5,287-100.0%

Admin fee / account holder

$8,717-100.0%

$5,586-100.0%

$10,133-100.0%

REP SERVICES, INC. OF CALIFORNIA MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REP SERVICES, INC. OF CALIFORNIA MONEY PURCHASE 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