Retirement plan

SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING 401(K) PROFIT SHARING PLAN

Name: SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING - SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING 401(K) PROFIT SHARING PLAN, SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING

SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATINGEIN 82-1209781Plan #001PY 2018

4421 PARK BLVD. - SAN DIEGO, CA 92116619-260-8121

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$93K

+48.8% from 2017

Total participants

0.0% from 2017

Average account balance

$23,339

+48.8% from 2017

Annual return

-9.71%

-9.71 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$374K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$534

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$280

$70 / participant

Other / not subdivided$280100.0%

% of EOY assets

0.300%

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

$23,339

$211,946-89.0%

$169,452-86.2%

$135,379-82.8%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-9.71%

3.26%-13.0pp

1.83%-11.5pp

519.79%-529.5pp

Employer contribution / active EE

$964

$5,117-81.2%

$4,157-76.8%

$4,779-79.8%

Participant deferral / active EE

$8,213

$6,075+35.2%

$5,277+55.6%

$5,609+46.4%

Admin fee / account holder

$70

$11,472-99.4%

$9,110-99.2%

$10,828-99.4%

SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEVILLE REALTY GROUP, INC. DBA SEVILLE PAINTING & DECORATING 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