Retirement plan

FRIANT DEPOT SHELL 401(K) PLAN

Name: DEPOT DEVELOPMENT, INC. A CA CORP. DBA FRIANT DEPOT SHELL - FRIANT DEPOT SHELL 401(K) PLAN (2018) Form 5500
Creator: DEPOT DEVELOPMENT, INC. A CA CORP. DBA FRIANT DEPOT SHELL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRIANT DEPOT SHELL 401(K) PLAN, DEPOT DEVELOPMENT, INC. A CA CORP. DBA FRIANT DEPOT SHELL

DEPOT DEVELOPMENT, INC. A CA CORP. DBA FRIANT DEPOT SHELLEIN 77-0352967Plan #001PY 2018

7110 N. FRESNO ST., SUITE 340 - FRESNO, CA 937202933559-224-0871LinkedIn1-10 employeessupermarkets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$280K

-2.9% from 2017

Total participants

0.0% from 2017

Average account balance

$70,026

-2.9% from 2017

Annual return

-5.68%

-21.83 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7K

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$467

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

+0.08%

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participant contribution
Participant contribution per participant 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

$70,026

$95,979-27.0%

$74,551-6.1%

$135,380-48.3%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-5.68%

56.97%-62.6pp

32.53%-38.2pp

519.81%-525.5pp

Employer contribution / active EE

$1,369

$2,716-49.6%

$1,961-30.2%

$4,779-71.4%

Participant deferral / active EE

$650

$3,844-83.1%

$3,108-79.1%

$5,609-88.4%

Admin fee / account holder

$6,522-100.0%

$5,059-100.0%

$10,828-100.0%

FRIANT DEPOT SHELL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FRIANT DEPOT SHELL 401(K) PLAN

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