Retirement plan

WEST PAK AVOCADO, INC. 401(K) PROFIT SHARING PLAN

Name: WEST PAK AVOCADO, INC. - WEST PAK AVOCADO, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: WEST PAK AVOCADO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST PAK AVOCADO, INC. 401(K) PROFIT SHARING PLAN, WEST PAK AVOCADO, INC.

WEST PAK AVOCADO, INC.EIN 95-3777360Plan #004PY 2017

38655 SKY CANYON DRIVE, SUITE A - MURRIETA, CA 92563951-296-5757westpakavocado.comLinkedIn51-200 employeesfood & beverages

Other plans on this EIN

2 filings

#003Retirement-$5.3M assets #002Retirement-$2.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.4M

+30.8% from 2016

Total participants

-1.3% from 2016

Average account balance

$96,001

+32.5% from 2016

Annual return

21.78%

+17.76 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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 codes2E2J2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$150K

$2380 / participant

Other / not subdivided$150K100.0%

% of EOY assets

2.028%

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

$96,001

$78,707+22.0%

$117,861-18.5%

$70,126+36.9%

Participation rate

100.0%

73.2%+26.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

21.78%

23.30%-1.5pp

335.11%-313.3pp

73.15%-51.4pp

Employer contribution / active EE

$6,355

$2,223+185.8%

$3,786+67.8%

$2,343+171.3%

Participant deferral / active EE

$3,326

$3,297+0.9%

$4,482-25.8%

$3,332-0.2%

Admin fee / account holder

$1,947

$5,066-61.6%

$8,021-75.7%

$4,645-58.1%

WEST PAK AVOCADO, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST PAK AVOCADO, INC. 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