Retirement plan

OLD MISSION SAN LUIS REY 401(K) PROFIT SHARING PLAN & TRUST

Name: OLD MISSION SAN LUIS REY - OLD MISSION SAN LUIS REY 401(K) PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: OLD MISSION SAN LUIS REY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLD MISSION SAN LUIS REY 401(K) PROFIT SHARING PLAN & TRUST, OLD MISSION SAN LUIS REY

OLD MISSION SAN LUIS REYEIN 95-2252971Plan #001PY 2018

4050 MISSION AVENUE - OCEANSIDE, CA 92057760-757-3651LinkedIn1-10 employeesreligious institutions

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$59K

No prior year

Total participants

No prior year

Average account balance

$2,202

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$907K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

145.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$203K

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

+9.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6837

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

$966

$30 / participant

Other / not subdivided$966100.0%

% of EOY assets

1.625%

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

$2,202

$49,177-95.5%

$79,466-97.2%

$64,173-96.6%

Participation rate

78.1%

65.0%+13.1pp

73.3%+4.8pp

69.6%+8.6pp

Annual return

0.00%

-1.16%+1.2pp

718.28%-718.3pp

7.63%-7.6pp

Employer contribution / active EE

$724

$2,076-65.1%

$2,800-74.1%

$2,381-69.6%

Participant deferral / active EE

$1,256

$2,821-55.5%

$3,704-66.1%

$3,470-63.8%

Admin fee / account holder

$36

$3,839-99.1%

$5,104-99.3%

$4,887-99.3%

OLD MISSION SAN LUIS REY 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OLD MISSION SAN LUIS REY 401(K) PROFIT SHARING PLAN & 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