Retirement plan

SERENITY LODGE 401(K) PLAN

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

SERENITY LODGEEIN 27-3665995Plan #001PY 2021

PO BOX 2895 - LAKE ARROWHEAD, CA 92352909-229-8539serenitylodgelakearrowhead.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$146K

+497.1% from 2020

Total participants

+50.0% from 2020

Average account balance

$9,722

+298.1% from 2020

Annual return

110.70%

+110.70 pp from 2020

Benchmarks

See 15,324 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,324 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$313K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

177.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7412

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$981

$65 / participant

Other / not subdivided$981100.0%

% of EOY assets

0.673%

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

$9,722

$114,130-91.5%

$96,192-89.9%

$167,553-94.2%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

110.70%

190.07%-79.4pp

192.09%-81.4pp

478.89%-368.2pp

Employer contribution / active EE

$2,768

$3,431-19.3%

$2,799-1.1%

$4,840-42.8%

Participant deferral / active EE

$3,589

$5,198-31.0%

$4,351-17.5%

$6,343-43.4%

Admin fee / account holder

$65

$6,901-99.1%

$5,539-98.8%

$12,316-99.5%

SERENITY LODGE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERENITY LODGE 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