Retirement plan

SHORELINE PARTNERS INC 401K PLAN

Name: SHORELINE PARTNERS INC - SHORELINE PARTNERS INC 401K PLAN (2020) Form 5500
Creator: SHORELINE PARTNERS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHORELINE PARTNERS INC 401K PLAN, SHORELINE PARTNERS INC

SHORELINE PARTNERS INCEIN 45-5336667Plan #001PY 2020

5929 S FASHION POINTE DR STE 204 - OGDEN, UT 84403801-917-6398

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$963K

+24.4% from 2019

Total participants

+25.0% from 2019

Average account balance

$192,581

-0.5% from 2019

Annual return

15.97%

-7.13 pp from 2019

Benchmarks

See 32,151 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,151 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+24.35%

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$192,581

$197,625-2.6%

$177,840+8.3%

$158,966+21.1%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

15.97%

58.76%-42.8pp

48.32%-32.4pp

302.95%-287.0pp

Employer contribution / active EE

$2,062

$6,698-69.2%

$5,919-65.2%

$4,762-56.7%

Participant deferral / active EE

$14,192

$8,405+68.9%

$7,714+84.0%

$5,983+137.2%

Admin fee / account holder

$15,405-100.0%

$12,431-100.0%

$11,250-100.0%

SHORELINE PARTNERS INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHORELINE PARTNERS INC 401K 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