Retirement plan

1PERFECTCHOICE, INC. RETIREMENT PLAN

Name: 1PERFECTCHOICE, INC. - 1PERFECTCHOICE, INC. RETIREMENT PLAN (2025) Form 5500
Creator: 1PERFECTCHOICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 1PERFECTCHOICE, INC. RETIREMENT PLAN, 1PERFECTCHOICE, INC.

1PERFECTCHOICE, INC.EIN 46-4700454Plan #001PY 2025

21908 VALLEY BLVD. - WALNUT, CA 91789909-594-8855

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$197K

+71.7% from 2024

Total participants

-8.3% from 2024

Average account balance

$17,938

+40.5% from 2024

Annual return

27.70%

+3.45 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$197K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+27.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$112

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 codes2G2J3D

Plan features

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.
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

$1K

$123 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.624%

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

$17,938

$124,980-85.6%

$108,359-83.4%

$154,746-88.4%

Participation rate

100.0%

75.2%+24.8pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

27.70%

45.00%-17.3pp

36.89%-9.2pp

172.34%-144.6pp

Employer contribution / active EE

$1,156

$2,851-59.5%

$2,399-51.8%

$4,379-73.6%

Participant deferral / active EE

$3,903

$4,743-17.7%

$4,137-5.6%

$6,730-42.0%

Admin fee / account holder

$112

$11,502-99.0%

$9,741-98.9%

$14,365-99.2%

1PERFECTCHOICE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

1PERFECTCHOICE, INC. RETIREMENT 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