Retirement plan

TUSTIN RANCH SHELL 401(K) PLAN

Name: TUSTIN RANCH SHELL - TUSTIN RANCH SHELL 401(K) PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$675K

+11.0% from 2017

Total participants

+10.0% from 2017

Average account balance

$61,382

+0.9% from 2017

Annual return

-6.61%

-19.92 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

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

$4K

$446 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.661%

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

$61,382

$95,975-36.0%

$74,552-17.7%

$135,382-54.7%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-6.61%

56.96%-63.6pp

32.53%-39.1pp

519.77%-526.4pp

Employer contribution / active EE

$4,967

$2,716+82.9%

$1,961+153.3%

$4,779+3.9%

Participant deferral / active EE

$5,754

$3,844+49.7%

$3,108+85.1%

$5,609+2.6%

Admin fee / account holder

$406

$6,522-93.8%

$5,060-92.0%

$10,829-96.3%

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