Retirement plan

PANCIOLI MANAGEMENT CO INC 401(K) PROFIT SHARING PLAN & TRUST

Name: PANCIOLI MANAGEMENT CO INC - PANCIOLI MANAGEMENT CO INC 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: PANCIOLI MANAGEMENT CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PANCIOLI MANAGEMENT CO INC 401(K) PROFIT SHARING PLAN & TRUST, PANCIOLI MANAGEMENT CO INC

PANCIOLI MANAGEMENT CO INCEIN 33-0287778Plan #001PY 2019

8799 BALBOA AVE STE 260 - SAN DIEGO, CA 921231541858-569-8799

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$91K

+34.0% from 2018

Total participants

0.0% from 2018

Average account balance

$7,024

+13.4% from 2018

Annual return

14.15%

+18.14 pp from 2018

Benchmarks

See 15,858 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,858 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$277K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+7.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$7,024

$226,090-96.9%

$182,531-96.2%

$152,885-95.4%

Participation rate

85.7%

82.5%+3.3pp

78.0%+7.7pp

82.5%+3.3pp

Annual return

14.15%

192.57%-178.4pp

148.57%-134.4pp

345.39%-331.2pp

Employer contribution / active EE

$4,978-100.0%

$4,075-100.0%

$4,763-100.0%

Participant deferral / active EE

$1,937

$6,369-69.6%

$5,525-64.9%

$5,851-66.9%

Admin fee / account holder

$10,705-100.0%

$8,593-100.0%

$11,598-100.0%

PANCIOLI MANAGEMENT CO INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PANCIOLI MANAGEMENT CO INC 401(K) PROFIT SHARING PLAN & TRUST

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