Retirement plan

OMEGA TERMITE AND PEST CONTROL 401K PLAN

Name: OMEGA TERMITE AND PEST CONTROL - OMEGA TERMITE AND PEST CONTROL 401K PLAN (2018) Form 5500
Creator: OMEGA TERMITE AND PEST CONTROL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OMEGA TERMITE AND PEST CONTROL 401K PLAN, OMEGA TERMITE AND PEST CONTROL

OMEGA TERMITE AND PEST CONTROLEIN 94-2294423Plan #001PY 2018

807 75TH AVENUE - OAKLAND, CA 94621510-562-1333omega-homeservices.comLinkedIn11-50 employeesconsumer services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$79K

+158.8% from 2017

Total participants

+11.1% from 2017

Average account balance

$4,366

+130.1% from 2017

Annual return

-4.98%

-47.29 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$796K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

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

+6.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$455

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$685

$46 / participant

Other / not subdivided$685100.0%

% of EOY assets

0.872%

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

$4,366

$95,188-95.4%

$76,518-94.3%

$135,379-96.8%

Participation rate

86.7%

74.4%+12.3pp

68.0%+18.7pp

82.6%+4.0pp

Annual return

-4.98%

4.85%-9.8pp

-0.27%-4.7pp

519.79%-524.8pp

Employer contribution / active EE

$2,101

$3,303-36.4%

$2,647-20.6%

$4,779-56.0%

Participant deferral / active EE

$1,215

$4,640-73.8%

$3,836-68.3%

$5,609-78.3%

Admin fee / account holder

$38

$6,249-99.4%

$4,849-99.2%

$10,828-99.6%

OMEGA TERMITE AND PEST CONTROL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OMEGA TERMITE AND PEST CONTROL 401K 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