Benchmarking Procell 401(K) Profit Sharing Plan in Vista, CA against all plans
Procell 401(K) Profit Sharing Plan in Vista, CA has the 4th-highest yield on beginning-of-plan-year total assets (-14.38%) among the 54 plans whose economic sector is Information. That -14.38% compares to an average of -20.09% across those 54 plans.
Beating the average of -20.09% means an extra $33,248 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Procell 401(K) Profit Sharing Plan has these standings among those 54 peer plans:
Beating the average of -20.09% means an extra $33,248 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Procell 401(K) Profit Sharing Plan has these standings among those 54 peer plans:
- yield on beginning-of-plan-year total assets = -14.38% (4th-highest)
- net earnings on investments = -$83,752 (20th-highest)
- total assets at beginning of plan year = $582,342 (25th-least)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $37,399
- cash contributions from employers = $0
- total contributions = $37,399
Visualize
Peers
beat out by Coredial LLC 401k Profit Sharing Plan & Trust in Blue Bell, PA (-10.94%), Southerntier Telecommunication 401(K) Profit Sharing Plan & Trust in Cape Coral, FL (-13.61%), and Techforce Telecom Inc 401k in Catlettsburg, KY (-13.68%).
beat Mailgun Technologies, Inc. in San Antonio, TX (-15.04%), KPC Media Group, Inc. 401(K) Retirement Plan in Kendallville, IN (-15.78%), Ecomsystems/Virtus Behavioral Health 401(K) Plan in Sarasota, FL (-15.95%), and Insightsquared, Inc. 401(K) Plan in Boston, MA (-16.19%), and others, ending with Stord Warehousing 401(K) Plan in Atlanta, GA (-82.82%).
beat Mailgun Technologies, Inc. in San Antonio, TX (-15.04%), KPC Media Group, Inc. 401(K) Retirement Plan in Kendallville, IN (-15.78%), Ecomsystems/Virtus Behavioral Health 401(K) Plan in Sarasota, FL (-15.95%), and Insightsquared, Inc. 401(K) Plan in Boston, MA (-16.19%), and others, ending with Stord Warehousing 401(K) Plan in Atlanta, GA (-82.82%).
References
- 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-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.