Retirement plan

MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN

Name: MARIPOSA CAPITAL, INC. - MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: MARIPOSA CAPITAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN, MARIPOSA CAPITAL, INC.

MARIPOSA CAPITAL, INC.EIN 47-4353368Plan #004PY 2017

201 SAN ANSELMO AVENUE - SAN ANSELMO, CA 94960415-456-8324

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$222,893

No prior year

Annual return

10.46%

No prior year

Benchmarks

See 30,803 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,803 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$385K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1486

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 codes2E2J3D

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

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

$1.8M

$366780 / participant

Other / not subdivided$2M100.0%

% of EOY assets

137.129%

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

$222,893

$171,865+29.7%

$149,718+48.9%

$147,585+51.0%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

10.46%

2113.29%-2102.8pp

1501.67%-1491.2pp

578.56%-568.1pp

Employer contribution / active EE

$7,553

$6,275+20.4%

$5,445+38.7%

$4,876+54.9%

Participant deferral / active EE

$11,840

$7,270+62.9%

$6,569+80.3%

$5,439+117.7%

Admin fee / account holder

$305,650

$13,799+2114.9%

$11,283+2609.0%

$10,885+2707.9%

MARIPOSA CAPITAL, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIPOSA CAPITAL, INC. 401K PROFIT SHARING 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