Retirement plan

SCRIPPS RANCH SECURITY 401K PLAN

Name: SCRIPPS RANCH SECURITY LLC - SCRIPPS RANCH SECURITY 401K PLAN (2020) Form 5500
Creator: SCRIPPS RANCH SECURITY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCRIPPS RANCH SECURITY 401K PLAN, SCRIPPS RANCH SECURITY LLC

SCRIPPS RANCH SECURITY LLCEIN 47-3006007Plan #001PY 2020

9995 RITTER CT - SAN DIEGO, CA 921311824858-689-8000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$386K

+52.7% from 2019

Total participants

0.0% from 2019

Average account balance

$96,500

+52.7% from 2019

Annual return

25.53%

-9.84 pp from 2019

Benchmarks

See 109 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort109 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$977K

Not enough data

1 years with asset history on file

Average account balance

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

$244K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+25.19%

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 codes2J2E3D

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

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

$96,500

$74,616+29.3%

$90,440+6.7%

Participation rate

0.0%

67.7%-67.7pp

72.7%-72.7pp

Annual return

25.53%

7.61%+17.9pp

1294.38%-1268.8pp

Employer contribution / active EE

$1,474-100.0%

$3,263-100.0%

Participant deferral / active EE

$2,994-100.0%

$3,964-100.0%

Admin fee / account holder

$4,675-100.0%

$5,615-100.0%

SCRIPPS RANCH SECURITY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SCRIPPS RANCH SECURITY 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