Retirement plan

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN

Name: SAN DIEGO SOCIETY OF NATURAL HISTORY - SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN (2016) Form 5500
Creator: SAN DIEGO SOCIETY OF NATURAL HISTORY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN, SAN DIEGO SOCIETY OF NATURAL HISTORY

SAN DIEGO SOCIETY OF NATURAL HISTORYdba SAN DIEGO NATURAL HISTORY MUSEUMEIN 95-1643375Plan #004PY 2016

P.O. BOX 121390 - SAN DIEGO, CA 921121390619-255-0358sdnhm.orgLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

-26.2% from 2015

Total participants

107

-2.7% from 2015

Average account balance

$26,903

-27.1% from 2015

Annual return

6.80%

+7.80 pp from 2015

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.81M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

100

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$516K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2199

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

Top 3 by compensation

Provider	Service type	Compensation
401(K) ADVISORS INC1 year Filed as: 401(K) ADVISORS INC. Service code 27	Advisory (Plan)	$13,473
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$1,120
401(K) ADVISORS INC1 year Filed as: 401(K) ADVISORS Service code 27 · EIN 33-0905143	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2F2G2K2M2T

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$12 / participant

Investment mgmt$1K100.0%

% of EOY assets

0.054%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEST RHODE & ROBERTS
Auditor EIN: 330783983
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,903

$41,377-35.0%

$109,313-75.4%

$62,881-57.2%

Participation rate

71.4%

57.5%+13.9pp

71.3%+0.2pp

69.3%+2.1pp

Annual return

6.80%

11.05%-4.2pp

22.07%-15.3pp

20.14%-13.3pp

Employer contribution / active EE

$477

$1,276-62.7%

$3,892-87.8%

$2,281-79.1%

Participant deferral / active EE

$2,572

$2,045+25.8%

$3,166-18.8%

$3,203-19.7%

Admin fee / account holder

$15

$2,884-99.5%

$5,666-99.7%

$4,296-99.7%

Provider

Service type

Compensation

401(K) ADVISORS INC1 year

Filed as: 401(K) ADVISORS INC.

Service code 27

Advisory (Plan)

$13,473

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$1,120

401(K) ADVISORS INC1 year

Filed as: 401(K) ADVISORS

Service code 27 · EIN 33-0905143

Advisory (Plan)

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT 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