Retirement plan

ELIZABETH STEWART LIVING, INC. PROFIT SHARING PLAN

Name: ELIZABETH STEWART LIVING, INC. - ELIZABETH STEWART LIVING, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: ELIZABETH STEWART LIVING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELIZABETH STEWART LIVING, INC. PROFIT SHARING PLAN, ELIZABETH STEWART LIVING, INC.

ELIZABETH STEWART LIVING, INC.EIN 20-5948020Plan #001PY 2020

1925 CENTURY PARK EAST SUITE 300 - LOS ANGELES, CA 90067310-451-9871

Other plans on this EIN

1 filing

#002Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$434K

+29.2% from 2019

Total participants

0.0% from 2019

Average account balance

$144,604

+29.2% from 2019

Annual return

16.40%

+8.69 pp from 2019

Benchmarks

See 22,200 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,200 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$788K

Not enough data

1 years with asset history on file

Average account balance

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

$263K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2324

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 codes2E2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$3274 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.755%

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

$144,604

$162,785-11.2%

$133,959+7.9%

$158,950-9.0%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

16.40%

41.94%-25.5pp

45.09%-28.7pp

302.91%-286.5pp

Employer contribution / active EE

$17,100

$4,975+243.7%

$3,919+336.4%

$4,762+259.1%

Participant deferral / active EE

$26,000

$5,910+339.9%

$5,047+415.1%

$5,983+334.6%

Admin fee / account holder

$1,091

$11,738-90.7%

$8,928-87.8%

$11,248-90.3%

ELIZABETH STEWART LIVING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELIZABETH STEWART LIVING, INC. PROFIT SHARING 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