Retirement plan

POMONA VALLEY WORKSHOP 401(K) PLANJ

Name: POMONA VALLEY WORKSHOP - POMONA VALLEY WORKSHOP 401(K) PLANJ (2017) Form 5500
Creator: POMONA VALLEY WORKSHOP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POMONA VALLEY WORKSHOP 401(K) PLANJ, POMONA VALLEY WORKSHOP

POMONA VALLEY WORKSHOPEIN 95-2465264Plan #001PY 2017

4650 BROOKS ST - MONTCLAIR, CA 917634703909-624-3555anthesis.usLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$449K

+18.1% from 2016

Total participants

0.0% from 2016

Average account balance

$15,487

+22.1% from 2016

Annual return

15.22%

+8.95 pp from 2016

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$233K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

35.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$313

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

+6.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13672

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 codes2F2G2J3D

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.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$8K

$122 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.763%

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

$15,487

$47,848-67.6%

$81,473-81.0%

$70,126-77.9%

Participation rate

26.2%

58.3%-32.1pp

68.0%-41.8pp

69.5%-43.4pp

Annual return

15.22%

27.25%-12.0pp

38.78%-23.6pp

73.15%-57.9pp

Employer contribution / active EE

$279

$1,527-81.7%

$2,568-89.1%

$2,343-88.1%

Participant deferral / active EE

$2,453-99.8%

$3,537-99.9%

$3,332-99.9%

Admin fee / account holder

$273

$3,145-91.3%

$4,561-94.0%

$4,645-94.1%

POMONA VALLEY WORKSHOP 401(K) PLANJ

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POMONA VALLEY WORKSHOP 401(K) PLANJ

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