Retirement plan

ARGO & LEHNE JEWELERS INC 401K PLAN

Name: ARGO & LEHNE JEWELERS INC - ARGO & LEHNE JEWELERS INC 401K PLAN (2020) Form 5500
Creator: ARGO & LEHNE JEWELERS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARGO & LEHNE JEWELERS INC 401K PLAN, ARGO & LEHNE JEWELERS INC

ARGO & LEHNE JEWELERS INCEIN 31-0732026Plan #001PY 2020

3100 TREMONT RD - COLUMBUS, OH 432212038614-457-6261argolehne.comLinkedIn11-50 employeesluxury goods & jewelry

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$732K

+32.7% from 2019

Total participants

-6.3% from 2019

Average account balance

$52,310

+32.7% from 2019

Annual return

17.45%

-4.95 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1578

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 codes2E2F2G2J2T

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$193 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.264%

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

$52,310

$112,935-53.7%

$90,970-42.5%

$158,966-67.1%

Participation rate

90.0%

74.7%+15.3pp

69.0%+21.0pp

82.0%+8.0pp

Annual return

17.45%

215.79%-198.3pp

134.58%-117.1pp

302.95%-285.5pp

Employer contribution / active EE

$1,546

$2,895-46.6%

$2,122-27.2%

$4,762-67.5%

Participant deferral / active EE

$7,084

$4,129+71.6%

$3,373+110.0%

$5,983+18.4%

Admin fee / account holder

$138

$8,045-98.3%

$5,960-97.7%

$11,250-98.8%

ARGO & LEHNE JEWELERS INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARGO & LEHNE JEWELERS INC 401K 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