Retirement plan

LAUREN JILL INDEPENDENT LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: LAUREN JILL INDEPENDENT LLC - LAUREN JILL INDEPENDENT LLC 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: LAUREN JILL INDEPENDENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAUREN JILL INDEPENDENT LLC 401(K) PROFIT SHARING PLAN AND TRUST, LAUREN JILL INDEPENDENT LLC

LAUREN JILL INDEPENDENT LLCEIN 27-3635389Plan #001PY 2020

27100 CHAGRIN BLVD - BEACHWOOD, OH 44122216-978-0808

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$397K

+35.3% from 2019

Total participants

0.0% from 2019

Average account balance

$24,820

+43.7% from 2019

Annual return

15.73%

-6.48 pp from 2019

Benchmarks

See 8,767 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,767 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$846K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

40.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$255

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

$3K

$90 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.679%

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

$24,820

$60,139-58.7%

$90,461-72.6%

$79,856-68.9%

Participation rate

46.7%

65.0%-18.3pp

72.7%-26.0pp

69.6%-23.0pp

Annual return

15.73%

71.96%-56.2pp

1294.76%-1279.0pp

31.71%-16.0pp

Employer contribution / active EE

$252

$2,069-87.8%

$3,264-92.3%

$2,471-89.8%

Participant deferral / active EE

$1,659

$2,939-43.5%

$3,964-58.1%

$3,741-55.6%

Admin fee / account holder

$169

$3,978-95.8%

$5,617-97.0%

$5,306-96.8%

LAUREN JILL INDEPENDENT LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAUREN JILL INDEPENDENT LLC 401(K) PROFIT SHARING PLAN AND 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