Benchmarking Santa Catalina Island Savings Plan in Avalon, CA against all plans
Santa Catalina Island Savings Plan in Avalon, CA has the 6th-highest diversity of asset types (19.5%) among the 50 California plans whose economic sector is Accommodation and Food Services. That 19.5% compares to an average of 10.3% across those 50 plans.
Santa Catalina Island Savings Plan has these standings among those 50 peer plans related to asset types (values of zero are not shown):
Santa Catalina Island Savings Plan has these standings among those 50 peer plans related to asset types (values of zero are not shown):
- diversity of asset types = 19.5% (6th-highest)
- participant loans = $302,799 (17th-most)
- value of interest in registered investment companies (e.g., mutual funds) = $17.30M (10th-highest)
- value of funds held in insurance company general account (unallocated contracts) = $5,598,561 (2nd-highest)
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Peers
beat out by International Bay Clubs, LLC Savings and Retirement Plan in Newport Beach, CA (33.0%), Ols Hotels & Resorts LLC 401(K) Plan in Encino, CA (29.3%), Norms Restaurants, LLC 401k Profit Sharing Plan in Bellflower, CA (22.6%), and Pleasant Travel Service Salary Savings Plan in Newbury Park, CA (21.9%), and 1 other.
beat Yoshinoya America, Inc 401(K) Plan in Torrance, CA (19.3%), Bartell Hotels 401(K) Plan in San Diego, CA (18.1%), California Pizza Kitchen, Inc. Retirement Savings Plan in Costa Mesa, CA (17.6%), and Big Canyon Country Club 401(K) Plan in Newport Beach, CA (15.7%), and 40 others, ending with Sonder 401(K) Savings Plan in San Francisco, CA (0.0%).
beat Yoshinoya America, Inc 401(K) Plan in Torrance, CA (19.3%), Bartell Hotels 401(K) Plan in San Diego, CA (18.1%), California Pizza Kitchen, Inc. Retirement Savings Plan in Costa Mesa, CA (17.6%), and Big Canyon Country Club 401(K) Plan in Newport Beach, CA (15.7%), and 40 others, ending with Sonder 401(K) Savings Plan in San Francisco, CA (0.0%).
References
- diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- whose economic sector is. The economic sector is the first two digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.