Retirement plan

JAN'S BOUTIQUE, INC. 401K PLAN

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

JAN'S BOUTIQUE, INC.EIN 22-2307276Plan #001PY 2018

406 MARLTON PIKE EAST - CHERRY HILL, NJ 08034856-428-8181

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-3.9% from 2017

Total participants

0.0% from 2017

Average account balance

$149,680

+4.8% from 2017

Annual return

-7.47%

-23.49 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$370K

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3842

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$40K

$2863 / participant

Other / not subdivided$40K100.0%

% of EOY assets

2.435%

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

$149,680

$95,975+56.0%

$74,549+100.8%

$135,379+10.6%

Participation rate

71.4%

75.7%-4.2pp

69.1%+2.3pp

82.6%-11.2pp

Annual return

-7.47%

56.96%-64.4pp

32.53%-40.0pp

519.79%-527.3pp

Employer contribution / active EE

$1,326

$2,716-51.2%

$1,961-32.4%

$4,779-72.2%

Participant deferral / active EE

$4,983

$3,844+29.6%

$3,108+60.3%

$5,609-11.2%

Admin fee / account holder

$3,644

$6,522-44.1%

$5,059-28.0%

$10,828-66.3%

JAN'S BOUTIQUE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAN'S BOUTIQUE, INC. 401K 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