Retirement plan

ANNIE'S PLAYHOUSE, LLC 401(K) PLAN

Name: ANNIE'S PLAYHOUSE, LLC - ANNIE'S PLAYHOUSE, LLC 401(K) PLAN (2018) Form 5500
Creator: ANNIE'S PLAYHOUSE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANNIE'S PLAYHOUSE, LLC 401(K) PLAN, ANNIE'S PLAYHOUSE, LLC

ANNIE'S PLAYHOUSE, LLCEIN 20-5440382Plan #001PY 2018

P.O. BOX 692, 35 US HIGHWAY 202 - FAR HILLS, NJ 07931908-234-1111anniesplayhouse.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$615K

+17.8% from 2017

Total participants

+33.3% from 2017

Average account balance

$76,905

-11.7% from 2017

Annual return

0.34%

+0.20 pp from 2017

Benchmarks

See 6,864 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,864 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+4.08%

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

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

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

$76,905

$158,827-51.6%

$121,208-36.6%

$135,382-43.2%

Participation rate

100.0%

79.3%+20.7pp

71.8%+28.2pp

82.6%+17.4pp

Annual return

0.34%

-0.64%+1.0pp

16.93%-16.6pp

519.77%-519.4pp

Employer contribution / active EE

$10,381

$5,666+83.2%

$4,023+158.1%

$4,779+117.2%

Participant deferral / active EE

$2,643

$4,006-34.0%

$3,345-21.0%

$5,609-52.9%

Admin fee / account holder

$6,514-100.0%

$5,020-100.0%

$10,829-100.0%

ANNIE'S PLAYHOUSE, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANNIE'S PLAYHOUSE, LLC 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