Retirement plan

LABELS BY PULIZZI, INC. 401(K) PLAN

Name: LABELS BY PULIZZI, INC. - LABELS BY PULIZZI, INC. 401(K) PLAN (2021) Form 5500
Creator: LABELS BY PULIZZI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LABELS BY PULIZZI, INC. 401(K) PLAN, LABELS BY PULIZZI, INC.

LABELS BY PULIZZI, INC.EIN 23-2018102Plan #002PY 2021

3325 WAHOO DR. - WILLIAMSPORT, PA 17701570-326-1244labelsbypulizzi.comLinkedIn11-50 employeesprinting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+13.9% from 2020

Total participants

-5.6% from 2020

Average account balance

$72,253

+18.0% from 2020

Annual return

14.06%

-0.95 pp from 2020

Benchmarks

See 5,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,668 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

109.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

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

+15.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3360

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 codes2E2F2G2J3D

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.
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

$60K

$2420 / participant

Other / not subdivided$60K100.0%

% of EOY assets

2.990%

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

$72,253

$87,733-17.6%

$106,551-32.2%

$85,856-15.8%

Participation rate

76.0%

71.9%+4.1pp

76.1%-0.1pp

69.3%+6.7pp

Annual return

14.06%

21.86%-7.8pp

26.80%-12.7pp

318.58%-304.5pp

Employer contribution / active EE

$2,073-100.0%

$2,819-100.0%

$2,565-100.0%

Participant deferral / active EE

$2,097

$3,469-39.6%

$4,398-52.3%

$3,952-46.9%

Admin fee / account holder

$2,161

$6,767-68.1%

$7,408-70.8%

$6,261-65.5%

LABELS BY PULIZZI, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LABELS BY PULIZZI, INC. 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