Retirement plan

MOORE'S LANDSCAPING LLC RETIREMENT PLAN

Name: MOORES LANDSCAPING LLC - MOORE'S LANDSCAPING LLC RETIREMENT PLAN (2020) Form 5500
Creator: MOORES LANDSCAPING LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOORE'S LANDSCAPING LLC RETIREMENT PLAN, MOORES LANDSCAPING LLC

MOORES LANDSCAPING LLCEIN 20-4449369Plan #001PY 2020

P O BOX 1287 - SILVERTON, OR 97381907-252-2494

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$937K

-0.8% from 2019

Total participants

0.0% from 2019

Average account balance

$468,314

-0.8% from 2019

Annual return

-0.85%

+0.97 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$776K

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

+0.98%

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 codes2E2J2R2T3B

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$239

$120 / participant

Other / not subdivided$239100.0%

% of EOY assets

0.026%

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

$468,314

$115,796+304.4%

$101,264+362.5%

$158,950+194.6%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

-0.85%

56.15%-57.0pp

46.48%-47.3pp

302.91%-303.8pp

Employer contribution / active EE

$4,175-100.0%

$3,660-100.0%

$4,762-100.0%

Participant deferral / active EE

$4,958-100.0%

$4,370-100.0%

$5,983-100.0%

Admin fee / account holder

$120

$7,247-98.4%

$5,947-98.0%

$11,248-98.9%

MOORE'S LANDSCAPING LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOORE'S LANDSCAPING LLC RETIREMENT 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