Retirement plan

SIGHTCALL, INC. SAFE HARBOR 401(K) PLAN

Name: SIGHTCALL, INC. - SIGHTCALL, INC. SAFE HARBOR 401(K) PLAN (2023) Form 5500
Creator: SIGHTCALL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGHTCALL, INC. SAFE HARBOR 401(K) PLAN, SIGHTCALL, INC.

SIGHTCALL, INC.EIN 39-2080171Plan #001PY 2023

2000 BROADWAY STREET, SUITE 250 - REDWOOD CITY, CA 94063651-470-5317sightcall.comLinkedIn51-200 employeescomputer software

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+26.2% from 2022

Total participants

-12.0% from 2022

Average account balance

$25,974

+43.4% from 2022

Annual return

19.54%

+44.53 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

340.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$279K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+13.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14637

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$318K

$15897 / participant

Other / not subdivided$318K100.0%

% of EOY assets

27.820%

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

$25,974

$148,629-82.5%

$135,982-80.9%

$139,487-81.4%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

19.54%

79.33%-59.8pp

68.32%-48.8pp

373.84%-354.3pp

Employer contribution / active EE

$6,092

$5,247+16.1%

$4,859+25.4%

$4,755+28.1%

Participant deferral / active EE

$12,345

$8,102+52.4%

$7,760+59.1%

$6,713+83.9%

Admin fee / account holder

$7,226

$12,406-41.8%

$10,767-32.9%

$11,407-36.7%

SIGHTCALL, INC. SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGHTCALL, INC. SAFE HARBOR 401(K) 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