Retirement plan

WALK SAN DIEGO 401(K) PROFIT SHARING PLAN AND TRUST

Name: WALK SAN DIEGO - WALK SAN DIEGO 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: WALK SAN DIEGO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALK SAN DIEGO 401(K) PROFIT SHARING PLAN AND TRUST, WALK SAN DIEGO

WALK SAN DIEGOEIN 46-0505205Plan #001PY 2017

1111 6TH AVE. STE. 402 - SAN DIEGO, CA 92101619-544-9255LinkedIn1-10 employeesrestaurants

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$550K

+36.4% from 2016

Total participants

+25.0% from 2016

Average account balance

$39,271

+16.9% from 2016

Annual return

19.31%

+12.49 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$771K

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$137K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+19.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4908

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$125

$14 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.023%

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

$39,271

$99,031-60.3%

$86,597-54.7%

$147,585-73.4%

Participation rate

88.9%

76.3%+12.5pp

73.5%+15.3pp

82.8%+6.1pp

Annual return

19.31%

1312.56%-1293.2pp

964.96%-945.6pp

578.57%-559.3pp

Employer contribution / active EE

$3,926

$3,132+25.3%

$2,840+38.3%

$4,876-19.5%

Participant deferral / active EE

$3,736

$3,972-6.0%

$3,609+3.5%

$5,439-31.3%

Admin fee / account holder

$5,711-99.8%

$4,906-99.8%

$10,885-99.9%

WALK SAN DIEGO 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALK SAN DIEGO 401(K) PROFIT SHARING PLAN AND TRUST

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