Retirement plan

FEMALE FACTOR CORP PROFIT SHARING PLAN AND TRUST

Name: FEMALE FACTOR CORPORATION - FEMALE FACTOR CORP PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: FEMALE FACTOR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FEMALE FACTOR CORP PROFIT SHARING PLAN AND TRUST, FEMALE FACTOR CORPORATION

FEMALE FACTOR CORPORATIONEIN 34-2066610Plan #001PY 2020

5217 N WAYNE AVE - CHICAGO, IL 606402222312-371-4895thefemalefactor.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$404K

+22.9% from 2019

Total participants

-33.3% from 2019

Average account balance

No prior year

Annual return

18.00%

-5.84 pp from 2019

Benchmarks

See 14,139 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,139 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$193K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+13.74%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$15K

$7329 / participant

Other / not subdivided$15K100.0%

% of EOY assets

3.625%

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

$109,344-100.0%

$89,400-100.0%

$158,950-100.0%

Participation rate

0.0%

74.3%-74.3pp

68.0%-68.0pp

82.0%-82.0pp

Annual return

18.00%

345.73%-327.7pp

245.64%-227.6pp

302.91%-284.9pp

Employer contribution / active EE

$1,440

$3,170-54.6%

$2,586-44.3%

$4,762-69.8%

Participant deferral / active EE

$12,500

$4,599+171.8%

$3,890+221.3%

$5,983+108.9%

Admin fee / account holder

$6,154-100.0%

$4,882-100.0%

$11,248-100.0%

FEMALE FACTOR CORP PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FEMALE FACTOR CORP 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