Retirement plan

RPSS TR SINGLE K

Name: ALICIA B SHIFLET - RPSS TR SINGLE K (2018) Form 5500
Creator: ALICIA B SHIFLET
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RPSS TR SINGLE K, ALICIA B SHIFLET

ALICIA B SHIFLETEIN 68-0430067Plan #001PY 2018

3336 BRADSHAW ROAD, SUITE 335 - SACRAMENTO, CA 95827916-362-0621

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$264K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-11.75%

No prior year

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$648K

Not enough data

1 years with asset history on file

Average account balance

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

$648K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+18.12%

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 codes2J3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$160,059-100.0%

$140,019-100.0%

$135,379-100.0%

Participation rate

0.0%

88.5%-88.5pp

87.5%-87.5pp

82.6%-82.6pp

Annual return

-11.75%

911.44%-923.2pp

651.15%-662.9pp

519.79%-531.5pp

Employer contribution / active EE

$6,420-100.0%

$5,605-100.0%

$4,779-100.0%

Participant deferral / active EE

$24,000

$7,641+214.1%

$6,927+246.5%

$5,609+327.9%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

RPSS TR SINGLE K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RPSS TR SINGLE K

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