Retirement plan

TUSTIN RANCH SHELL 401(K) PLAN

Name: TUSTIN RANCH SHELL - TUSTIN RANCH SHELL 401(K) PLAN (2016) Form 5500
Creator: TUSTIN RANCH SHELL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUSTIN RANCH SHELL 401(K) PLAN, TUSTIN RANCH SHELL

TUSTIN RANCH SHELLEIN 90-0006818Plan #001PY 2016

13131 JAMBOREE RD - TUSTIN, CA 92782714-931-6745LinkedIn1-10 employeesoil & energy

Other plans on this EIN

1 filing

#002Retirement-$864K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$415K

+48.1% from 2015

Total participants

+28.6% from 2015

Average account balance

$46,133

+15.2% from 2015

Annual return

7.07%

+11.41 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+8.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$487

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$168 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.363%

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

$46,133

$93,346-50.6%

$71,796-35.7%

$273,972-83.2%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

7.07%

130.39%-123.3pp

78.04%-71.0pp

41.46%-34.4pp

Employer contribution / active EE

$4,258

$2,733+55.8%

$1,924+121.2%

$4,869-12.5%

Participant deferral / active EE

$8,523

$3,475+145.3%

$2,794+205.0%

$5,287+61.2%

Admin fee / account holder

$168

$6,571-97.4%

$4,815-96.5%

$10,133-98.3%

TUSTIN RANCH SHELL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUSTIN RANCH SHELL 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