Retirement plan

STONEHILL PRODUCE INCORPORATED 401(K) PROFIT SHARING PLAN

Name: STONEHILL PRODUCE INCORPORATED - STONEHILL PRODUCE INCORPORATED 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: STONEHILL PRODUCE INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONEHILL PRODUCE INCORPORATED 401(K) PROFIT SHARING PLAN, STONEHILL PRODUCE INCORPORATED

STONEHILL PRODUCE INCORPORATEDEIN 33-0798508Plan #001PY 2018

34700 PACIFIC COAST HWY., STE 306 - CAPISTRANO BEACH, CA 92624949-488-9613stonehillproduce.comLinkedIn1-10 employeesfood & beverages

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+0.5% from 2017

Total participants

+10.0% from 2017

Average account balance

$152,619

-8.7% from 2017

Annual return

-3.82%

-15.74 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$324K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+6.41%

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 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

$35K

$7008 / participant

Other / not subdivided$35K100.0%

% of EOY assets

2.087%

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

$152,619

$90,617+68.4%

$79,476+92.0%

$135,382+12.7%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-3.82%

977.57%-981.4pp

718.21%-722.0pp

519.77%-523.6pp

Employer contribution / active EE

$10,894

$3,068+255.1%

$2,800+289.0%

$4,779+128.0%

Participant deferral / active EE

$10,430

$4,050+157.5%

$3,704+181.6%

$5,609+86.0%

Admin fee / account holder

$3,185

$5,907-46.1%

$5,113-37.7%

$10,829-70.6%

STONEHILL PRODUCE INCORPORATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONEHILL PRODUCE INCORPORATED 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