Retirement plan

LITTLETON MOBILEHOME PARK PROFIT SHARING HR 10 PLAN

Name: LITTLETON MOBILE HOME PARK - LITTLETON MOBILEHOME PARK PROFIT SHARING HR 10 PLAN (2022) Form 5500
Creator: LITTLETON MOBILE HOME PARK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLETON MOBILEHOME PARK PROFIT SHARING HR 10 PLAN, LITTLETON MOBILE HOME PARK

LITTLETON MOBILE HOME PARKEIN 95-1471072Plan #001PY 2022

1315 E. MARSHALL BOULEVARD - SAN BERNARDINO, CA 924044113909-883-5107LinkedIn1-10 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

-20.9% from 2021

Total participants

-14.3% from 2021

Average account balance

$385,893

-7.7% from 2021

Annual return

-15.70%

-34.61 pp from 2021

Benchmarks

See 18,475 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,475 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

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

$454K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G3B3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$243K

$40516 / participant

Other / not subdivided$243K100.0%

% of EOY assets

10.499%

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

$385,893

$190,916+102.1%

$160,037+141.1%

$134,545+186.8%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-15.70%

552.79%-568.5pp

408.95%-424.7pp

418.37%-434.1pp

Employer contribution / active EE

$12,184

$4,996+143.9%

$4,226+188.3%

$4,742+157.0%

Participant deferral / active EE

$6,925-100.0%

$6,184-100.0%

$6,401-100.0%

Admin fee / account holder

$40,516

$10,497+286.0%

$8,716+364.8%

$11,431+254.5%

LITTLETON MOBILEHOME PARK PROFIT SHARING HR 10 PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLETON MOBILEHOME PARK PROFIT SHARING HR 10 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