Retirement plan

KARMA SALON AND SPA INC

Name: KARMA SALON AND SPA, INC. - KARMA SALON AND SPA INC (2015) Form 5500
Creator: KARMA SALON AND SPA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KARMA SALON AND SPA INC, KARMA SALON AND SPA, INC.

KARMA SALON AND SPA, INC.EIN 01-0842768Plan #001PY 2015

4195 S LEE ST STE C - BUFORD, GA 305188020678-887-7179karmasalononline.comLinkedIn1-10 employeesconsumer services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$32K

No prior year

Total participants

No prior year

Average account balance

$32,064

No prior year

Annual return

14.12%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$375K

Not enough data

1 years with asset history on file

Average account balance

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

$375K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3701

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$183

$183 / participant

Other / not subdivided$183100.0%

% of EOY assets

0.571%

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

$32,064

$84,685-62.1%

$73,836-56.6%

$125,389-74.4%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

14.12%

3123.80%-3109.7pp

2268.06%-2253.9pp

282.24%-268.1pp

Employer contribution / active EE

$1,763

$3,123-43.6%

$2,787-36.8%

$4,866-63.8%

Participant deferral / active EE

$18,000

$3,993+350.8%

$3,583+402.4%

$5,352+236.3%

Admin fee / account holder

$183

$5,694-96.8%

$4,882-96.3%

$9,541-98.1%

KARMA SALON AND SPA INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KARMA SALON AND SPA INC

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