Retirement plan

LAS MANANITAS 401K PLAN

Name: LAS MANANITAS - LAS MANANITAS 401K PLAN (2019) Form 5500
Creator: LAS MANANITAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAS MANANITAS 401K PLAN, LAS MANANITAS

LAS MANANITASEIN 56-2422147Plan #001PY 2019

155 EASTWOOD DRIVE - SAN FRANCISCO, CA 94112415-517-1819

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$115K

+78.3% from 2018

Total participants

0.0% from 2018

Average account balance

$38,188

+78.3% from 2018

Annual return

17.20%

+23.54 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$303K

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1060

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$669

$223 / participant

Other / not subdivided$669100.0%

% of EOY assets

0.584%

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

$38,188

$77,416-50.7%

$69,464-45.0%

$152,897-75.0%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

17.20%

39.08%-21.9pp

28.98%-11.8pp

345.43%-328.2pp

Employer contribution / active EE

$2,447

$3,315-26.2%

$2,779-11.9%

$4,764-48.6%

Participant deferral / active EE

$10,633

$4,413+141.0%

$3,536+200.7%

$5,851+81.7%

Admin fee / account holder

$223

$6,208-96.4%

$3,840-94.2%

$11,599-98.1%

LAS MANANITAS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAS MANANITAS 401K 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