Retirement plan

PLAE BISTRO 401(K) PLAN

Name: PLAE BISTRO - PLAE BISTRO 401(K) PLAN (2019) Form 5500
Creator: PLAE BISTRO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLAE BISTRO 401(K) PLAN, PLAE BISTRO

PLAE BISTROEIN 20-8335609Plan #001PY 2019

107 W MAIN ST - LITTLE CHUTE, WI 54140920-412-0050plaebistro.comLinkedIn11-50 employeesrestaurants

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$320K

+54.0% from 2018

Total participants

+3.2% from 2018

Average account balance

$15,980

+30.9% from 2018

Annual return

22.96%

+34.65 pp from 2018

Benchmarks

See 3,418 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,418 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$902K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

112.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$904

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$187 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.577%

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

$15,980

$34,316-53.4%

$74,722-78.6%

$72,975-78.1%

Participation rate

55.6%

42.4%+13.1pp

54.5%+1.1pp

69.5%-13.9pp

Annual return

22.96%

26.58%-3.6pp

753.11%-730.2pp

81.01%-58.1pp

Employer contribution / active EE

$789

$692+14.0%

$1,084-27.2%

$2,440-67.7%

Participant deferral / active EE

$1,596

$1,272+25.5%

$1,963-18.7%

$3,608-55.8%

Admin fee / account holder

$252

$2,125-88.1%

$3,335-92.4%

$5,124-95.1%

PLAE BISTRO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLAE BISTRO 401(K) 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