Retirement plan

RANCHO LOS LOBOS, INC. MONEY PURCHASE PLAN AND TRUST

Name: RANCHO LOS LOBOS, INC. - RANCHO LOS LOBOS, INC. MONEY PURCHASE PLAN AND TRUST (2016) Form 5500
Creator: RANCHO LOS LOBOS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RANCHO LOS LOBOS, INC. MONEY PURCHASE PLAN AND TRUST, RANCHO LOS LOBOS, INC.

RANCHO LOS LOBOS, INC.EIN 94-2754031Plan #002PY 2016

P. O. BOX 430 - SAN ARDO, CA 93450831-627-2434LinkedIn1-10 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$278K

No prior year

Total participants

No prior year

Average account balance

$92,742

No prior year

Annual return

12.71%

No prior year

Benchmarks

See 2,108 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,108 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$152K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1101

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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

$3K

$3412 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.226%

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

$92,742

$132,310-29.9%

$105,754-12.3%

$273,972-66.1%

Participation rate

100.0%

83.2%+16.8pp

78.9%+21.1pp

83.0%+17.0pp

Annual return

12.71%

10.08%+2.6pp

12.25%+0.5pp

41.46%-28.7pp

Employer contribution / active EE

$4,867-100.0%

$4,079-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,233-100.0%

$5,326-100.0%

$5,287-100.0%

Admin fee / account holder

$1,137

$12,036-90.6%

$8,309-86.3%

$10,133-88.8%

RANCHO LOS LOBOS, INC. MONEY PURCHASE PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RANCHO LOS LOBOS, INC. MONEY PURCHASE PLAN AND 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