Retirement plan

SITESCAN, INC. RETIREMENT TRUST

Name: SITESCAN, INC. - SITESCAN, INC. RETIREMENT TRUST (2016) Form 5500
Creator: SITESCAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SITESCAN, INC. RETIREMENT TRUST, SITESCAN, INC.

SITESCAN, INC.EIN 87-0737884Plan #003PY 2016

P.O. BOX 2488 - SAN FRANCISCO, CA 94126415-459-4746

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$491K

+20.4% from 2015

Total participants

0.0% from 2015

Average account balance

$54,515

+20.4% from 2015

Annual return

5.92%

+8.71 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$764K

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4268

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 codes2E2J3D

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.
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

$7K

$1652 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.347%

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

$54,515

$93,064-41.4%

$74,577-26.9%

$273,972-80.1%

Participation rate

75.0%

74.9%+0.1pp

68.1%+6.9pp

83.0%-8.0pp

Annual return

5.92%

26.18%-20.3pp

20.47%-14.5pp

41.46%-35.5pp

Employer contribution / active EE

$3,116

$3,160-1.4%

$2,525+23.4%

$4,869-36.0%

Participant deferral / active EE

$11,616

$4,160+179.2%

$3,458+235.9%

$5,287+119.7%

Admin fee / account holder

$734

$5,273-86.1%

$4,138-82.3%

$10,133-92.8%

SITESCAN, INC. RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SITESCAN, INC. RETIREMENT 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