Retirement plan

OFFICE & ERGONOMIC SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: OFFICE & ERGONOMIC SOLUTIONS, INC. - OFFICE & ERGONOMIC SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: OFFICE & ERGONOMIC SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OFFICE & ERGONOMIC SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN, OFFICE & ERGONOMIC SOLUTIONS, INC.

OFFICE & ERGONOMIC SOLUTIONS, INC.EIN 56-2393966Plan #001PY 2020

8480 UTICA AVENUE - RANCHO CUCAMONGA, CA 91730909-527-4643

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$622K

+27.4% from 2019

Total participants

0.0% from 2019

Average account balance

$41,476

+27.4% from 2019

Annual return

12.61%

-6.20 pp from 2019

Benchmarks

See 18,882 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,882 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+8.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes3D2E2F2G2J2T

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$246 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.554%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,476

$112,881-63.3%

$90,951-54.4%

$158,922-73.9%

Participation rate

92.9%

74.7%+18.1pp

69.0%+23.8pp

82.0%+10.9pp

Annual return

12.61%

215.79%-203.2pp

134.60%-122.0pp

302.83%-290.2pp

Employer contribution / active EE

$1,054

$2,893-63.6%

$2,122-50.3%

$4,761-77.9%

Participant deferral / active EE

$4,100

$4,128-0.7%

$3,373+21.6%

$5,982-31.5%

Admin fee / account holder

$230

$8,041-97.1%

$5,959-96.1%

$11,246-98.0%

OFFICE & ERGONOMIC SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OFFICE & ERGONOMIC SOLUTIONS, INC. 401(K) 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