Retirement plan

PET CAMP PROFIT SHARING AND 401(K) PLAN

Name: PET CAMP, INC. LLC - PET CAMP PROFIT SHARING AND 401(K) PLAN (2017) Form 5500
Creator: PET CAMP, INC. LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PET CAMP PROFIT SHARING AND 401(K) PLAN, PET CAMP, INC. LLC

PET CAMP, INC. LLCEIN 94-3251029Plan #001PY 2017

525 PHELPS STREET - SAN FRANCISCO, CA 94124415-282-0700petcamp.comLinkedIn11-50 employeesconsumer services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+28.9% from 2016

Total participants

-12.5% from 2016

Average account balance

$46,652

+51.6% from 2016

Annual return

20.98%

+19.28 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$731K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

223.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+6.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59489

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$21K

$1375 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.300%

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

$46,652

$99,009-52.9%

$86,581-46.1%

$147,585-68.4%

Participation rate

93.3%

76.3%+17.0pp

73.5%+19.8pp

82.8%+10.5pp

Annual return

20.98%

1312.70%-1291.7pp

965.06%-944.1pp

578.58%-557.6pp

Employer contribution / active EE

$3,577

$3,132+14.2%

$2,840+26.0%

$4,876-26.7%

Participant deferral / active EE

$3,914

$3,972-1.5%

$3,609+8.5%

$5,439-28.0%

Admin fee / account holder

$607

$5,709-89.4%

$4,904-87.6%

$10,886-94.4%

PET CAMP PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PET CAMP PROFIT SHARING AND 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