Retirement plan

YUAN ZAN JESSIE SHAW 401(K) PLAN

Name: YUAN ZAN JESSIE SHAW - YUAN ZAN JESSIE SHAW 401(K) PLAN (2019) Form 5500
Creator: YUAN ZAN JESSIE SHAW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YUAN ZAN JESSIE SHAW 401(K) PLAN, YUAN ZAN JESSIE SHAW

YUAN ZAN JESSIE SHAWEIN 95-4386687Plan #002PY 2019

458 W. PALM DRIVE - ARCADIA, CA 91007626-685-2858

Other plans on this EIN

1 filing

#001Retirement-$2.7M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$835K

No prior year

Total participants

No prior year

Average account balance

$278,351

No prior year

Annual return

15.24%

No prior year

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$533K

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

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$683

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$278,351

$157,304+77.0%

$141,197+97.1%

$152,909+82.0%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

15.24%

64.34%-49.1pp

71.41%-56.2pp

345.46%-330.2pp

Employer contribution / active EE

$22,381

$5,263+325.3%

$4,736+372.6%

$4,764+369.8%

Participant deferral / active EE

$21,000

$7,111+195.3%

$6,710+213.0%

$5,851+258.9%

Admin fee / account holder

$12,126-100.0%

$10,265-100.0%

$11,601-100.0%

YUAN ZAN JESSIE SHAW 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

YUAN ZAN JESSIE SHAW 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion