Retirement plan

INLAND VALLEY SURVEYING, INC. 401(K) PLAN

Name: INLAND VALLEY SURVEYING, INC. - INLAND VALLEY SURVEYING, INC. 401(K) PLAN (2018) Form 5500
Creator: INLAND VALLEY SURVEYING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INLAND VALLEY SURVEYING, INC. 401(K) PLAN, INLAND VALLEY SURVEYING, INC.

INLAND VALLEY SURVEYING, INC.EIN 82-3369565Plan #001PY 2018

130 W. WALNUT AVENUE, UNIT A-5 - PERRIS, CA 92571951-657-1200inlandvalleysurveying.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$48K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$200K

No prior year

Total participants

No prior year

Average account balance

$22,200

No prior year

Annual return

-5.32%

No prior year

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$802K

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5543

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 codes2E2J2F2G3D

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.
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

$68K

$8471 / participant

Other / not subdivided$68K100.0%

% of EOY assets

33.916%

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

$22,200

$97,729-77.3%

$83,830-73.5%

$135,379-83.6%

Participation rate

75.0%

80.0%-5.0pp

76.1%-1.1pp

82.6%-7.6pp

Annual return

-5.32%

1287.52%-1292.8pp

850.97%-856.3pp

519.79%-525.1pp

Employer contribution / active EE

$4,156

$4,222-1.6%

$3,631+14.5%

$4,779-13.0%

Participant deferral / active EE

$5,269

$4,683+12.5%

$4,082+29.1%

$5,609-6.1%

Admin fee / account holder

$7,529

$6,674+12.8%

$5,479+37.4%

$10,828-30.5%

INLAND VALLEY SURVEYING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INLAND VALLEY SURVEYING, INC. 401(K) 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