Retirement plan

WATSON REALTY COMPANY 401(K) PROFIT SHARING PLAN

Name: WATSON REALTY SERVICES, INC. - WATSON REALTY COMPANY 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: WATSON REALTY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WATSON REALTY COMPANY 401(K) PROFIT SHARING PLAN, WATSON REALTY SERVICES, INC.

WATSON REALTY SERVICES, INC.EIN 95-3462904Plan #002PY 2021

9101 CAMINO MEDIA - BAKERSFIELD, CA 93311661-327-5161LinkedIn11-50 employeesreal estate

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$394K

+74.1% from 2020

Total participants

+33.3% from 2020

Average account balance

$30,335

+47.3% from 2020

Annual return

5.91%

-1.67 pp from 2020

Benchmarks

See 17,102 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$703K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$299

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 codes2E2D2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$189 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.574%

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

$30,335

$227,566-86.7%

$189,558-84.0%

$167,518-81.9%

Participation rate

75.0%

82.5%-7.5pp

78.5%-3.5pp

82.1%-7.1pp

Annual return

5.91%

78.43%-72.5pp

64.19%-58.3pp

478.71%-472.8pp

Employer contribution / active EE

$7,764

$5,316+46.1%

$4,412+76.0%

$4,838+60.5%

Participant deferral / active EE

$5,112

$7,002-27.0%

$6,174-17.2%

$6,342-19.4%

Admin fee / account holder

$174

$11,881-98.5%

$9,809-98.2%

$12,312-98.6%

WATSON REALTY COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WATSON REALTY COMPANY 401(K) PROFIT SHARING 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