Retirement plan

CAMPUS MOTEL PROFIT SHARING PLAN

Name: SAN LUIS INN - CAMPUS MOTEL PROFIT SHARING PLAN (2017) Form 5500
Creator: SAN LUIS INN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMPUS MOTEL PROFIT SHARING PLAN, SAN LUIS INN

SAN LUIS INNEIN 77-0347846Plan #001PY 2017

404 SANTA ROSA STREET - SAN LUIS OBISPO, CA 93405805-215-0989LinkedIn1-10 employeeshospitality

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+23.0% from 2016

Total participants

+22.2% from 2016

Average account balance

$96,438

+0.7% from 2016

Annual return

12.52%

+6.50 pp from 2016

Benchmarks

See 6,681 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,681 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.90M

Not enough data

1 years with asset history on file

Average account balance

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

$951K

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.

200.0%

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9737

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 codes2E3B3D2J

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

$11K

$1394 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.051%

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

$96,438

$107,030-9.9%

$73,550+31.1%

$147,586-34.7%

Participation rate

100.0%

66.4%+33.6pp

54.9%+45.1pp

82.8%+17.2pp

Annual return

12.52%

38.25%-25.7pp

-15.16%+27.7pp

578.59%-566.1pp

Employer contribution / active EE

$5,332

$1,760+202.9%

$1,219+337.3%

$4,876+9.3%

Participant deferral / active EE

$6,000

$2,458+144.1%

$1,804+232.6%

$5,439+10.3%

Admin fee / account holder

$1,014

$3,055-66.8%

$2,320-56.3%

$10,886-90.7%

CAMPUS MOTEL PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMPUS MOTEL 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