Retirement plan

PETROLEUM WINE CONSULTING 401(K) PLAN

Name: PETROLEUM WINE CONSULTING, LLC - PETROLEUM WINE CONSULTING 401(K) PLAN (2022) Form 5500
Creator: PETROLEUM WINE CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETROLEUM WINE CONSULTING 401(K) PLAN, PETROLEUM WINE CONSULTING, LLC

PETROLEUM WINE CONSULTING, LLCEIN 27-0429309Plan #001PY 2022

1352 MAIN STREET - SAINT HELENA, CA 94574707-841-2020LinkedIn11-50 employeesfood production

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.4M

-5.9% from 2021

Total participants

+2.7% from 2021

Average account balance

$76,540

-11.1% from 2021

Annual return

-18.69%

-37.87 pp from 2021

Benchmarks

See 4,928 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,928 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

280.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14696

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 codes2E2F2G2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$2K

$70 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.167%

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

$76,540

$45,872+66.9%

$77,081-0.7%

$68,495+11.7%

Participation rate

39.4%

55.9%-16.5pp

67.9%-28.5pp

Annual return

-18.69%

1.73%-20.4pp

42.33%-61.0pp

-7.84%-10.9pp

Employer contribution / active EE

$1,650-100.0%

$2,813-100.0%

$2,596-100.0%

Participant deferral / active EE

$5,695

$2,963+92.2%

$4,428+28.6%

$4,028+41.4%

Admin fee / account holder

$128

$3,041-95.8%

$5,427-97.6%

$5,403-97.6%

PETROLEUM WINE CONSULTING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETROLEUM WINE CONSULTING 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