Retirement plan

SITESCAN, INC. RETIREMENT TRUST

Name: SITESCAN, INC. - SITESCAN, INC. RETIREMENT TRUST (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$754K

+23.5% from 2018

Total participants

-15.4% from 2018

Average account balance

$75,362

+11.1% from 2018

Annual return

14.72%

+23.57 pp from 2018

Benchmarks

See 13,235 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,235 peers

Snapshot2019

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

$10K

$2001 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.327%

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

$75,362

$104,953-28.2%

$84,637-11.0%

$152,909-50.7%

Participation rate

80.0%

74.8%+5.2pp

68.2%+11.8pp

82.5%-2.5pp

Annual return

14.72%

373.94%-359.2pp

258.82%-244.1pp

345.46%-330.7pp

Employer contribution / active EE

$2,246

$3,304-32.0%

$2,653-15.3%

$4,764-52.8%

Participant deferral / active EE

$9,347

$4,691+99.3%

$3,900+139.7%

$5,851+59.7%

Admin fee / account holder

$1,000

$6,244-84.0%

$4,914-79.6%

$11,601-91.4%

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