Retirement plan

DESERT VIEW LEARNING CENTER 401(K) PLAN AND TRUST

Name: DESERT VIEW LEARNING CENTER - DESERT VIEW LEARNING CENTER 401(K) PLAN AND TRUST (2019) Form 5500
Creator: DESERT VIEW LEARNING CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DESERT VIEW LEARNING CENTER 401(K) PLAN AND TRUST, DESERT VIEW LEARNING CENTER

DESERT VIEW LEARNING CENTEREIN 86-0280783Plan #001PY 2019

4027 E. LINCOLN DRIVE - PARADISE VALLEY, AZ 85253602-840-8950

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$389K

+50.1% from 2018

Total participants

0.0% from 2018

Average account balance

$77,785

+50.1% from 2018

Annual return

24.00%

+33.55 pp from 2018

Benchmarks

See 6,053 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,053 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$256K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

53.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30396

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$2K

$179 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.461%

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

$77,785

$77,419+0.5%

$69,461+12.0%

$152,885-49.1%

Participation rate

50.0%

78.1%-28.1pp

74.6%-24.6pp

82.5%-32.5pp

Annual return

24.00%

39.07%-15.1pp

28.97%-5.0pp

345.39%-321.4pp

Employer contribution / active EE

$2,021

$3,315-39.0%

$2,779-27.3%

$4,763-57.6%

Participant deferral / active EE

$4,732

$4,414+7.2%

$3,536+33.8%

$5,851-19.1%

Admin fee / account holder

$359

$6,207-94.2%

$3,840-90.7%

$11,598-96.9%

DESERT VIEW LEARNING CENTER 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DESERT VIEW LEARNING CENTER 401(K) PLAN AND TRUST

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