Retirement plan

SAN JOSE CAMERA & VIDEO 401(K) PROFIT SHARING PLAN & TRUST

Name: SAN JOSE CAMERA & VIDEO - SAN JOSE CAMERA & VIDEO 401(K) PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: SAN JOSE CAMERA & VIDEO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN JOSE CAMERA & VIDEO 401(K) PROFIT SHARING PLAN & TRUST, SAN JOSE CAMERA & VIDEO

SAN JOSE CAMERA & VIDEOEIN 94-1726348Plan #001PY 2021

1600 S. WINCHESTER BLVD - CAMPBELL, CA 95008408-374-1880sanjosecamera.comLinkedIn1-10 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-20.6% from 2020

Total participants

-9.1% from 2020

Average account balance

$132,217

-12.6% from 2020

Annual return

16.81%

+9.81 pp from 2020

Benchmarks

See 19,954 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,954 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$676

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$676K

$96521 / participant

Other / not subdivided$676K100.0%

% of EOY assets

51.102%

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

$132,217

$118,875+11.2%

$96,572+36.9%

$167,553-21.1%

Participation rate

100.0%

75.5%+24.5pp

69.8%+30.2pp

82.1%+17.9pp

Annual return

16.81%

50.50%-33.7pp

37.79%-21.0pp

478.89%-462.1pp

Employer contribution / active EE

$3,145

$3,121+0.8%

$2,357+33.4%

$4,840-35.0%

Participant deferral / active EE

$3,570

$4,617-22.7%

$3,850-7.3%

$6,343-43.7%

Admin fee / account holder

$67,565

$8,070+737.3%

$6,183+992.7%

$12,316+448.6%

SAN JOSE CAMERA & VIDEO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN JOSE CAMERA & VIDEO 401(K) PROFIT SHARING PLAN & 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