Retirement plan

EVOLUTIONARY APPAREL INC 401 K PROFIT SHARING PLAN TRUST

Name: EVOLUTIONARY APPAREL INC - EVOLUTIONARY APPAREL INC 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: EVOLUTIONARY APPAREL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVOLUTIONARY APPAREL INC 401 K PROFIT SHARING PLAN TRUST, EVOLUTIONARY APPAREL INC

EVOLUTIONARY APPAREL INCEIN 26-3332024Plan #001PY 2018

3030 TANAGER AVE - COMMERCE, CA 900402719626-279-2188LinkedIn11-50 employeesapparel & fashion

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$243K

+46.0% from 2017

Total participants

+77.3% from 2017

Average account balance

$20,276

+21.7% from 2017

Annual return

-7.71%

-32.67 pp from 2017

Benchmarks

See 2,389 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,389 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$876K

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

28.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.10%

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 codes3D2F2G2E2T2J

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$4100.0%

% of EOY assets

0.002%

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

$20,276

$54,162-62.6%

$68,612-70.4%

$64,173-68.4%

Participation rate

30.8%

68.1%-37.3pp

72.2%-41.5pp

69.6%-38.8pp

Annual return

-7.71%

-1.62%-6.1pp

-4.63%-3.1pp

7.63%-15.3pp

Employer contribution / active EE

$1,846-100.0%

$2,625-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,296

$2,626-12.6%

$3,311-30.7%

$3,470-33.8%

Admin fee / account holder

$4,029-100.0%

$5,131-100.0%

$4,887-100.0%

EVOLUTIONARY APPAREL INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVOLUTIONARY APPAREL INC 401 K PROFIT SHARING PLAN TRUST

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