Retirement plan

SONNY'S PIZZERIA 401(K) PLAN

Name: SONNYS PIZZERIA, LLC - SONNY'S PIZZERIA 401(K) PLAN (2020) Form 5500
Creator: SONNYS PIZZERIA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SONNY'S PIZZERIA 401(K) PLAN, SONNYS PIZZERIA, LLC

SONNYS PIZZERIA, LLCEIN 39-1963985Plan #001PY 2020

107 W MAIN ST - LITTLE CHUTE, WI 54140920-493-8665

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$592K

+38.1% from 2019

Total participants

+62.9% from 2019

Average account balance

$17,942

+33.9% from 2019

Annual return

19.83%

-8.29 pp from 2019

Benchmarks

See 3,551 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,551 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

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

+26.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$280

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$6K

$134 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.015%

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

$17,942

$37,446-52.1%

$77,552-76.9%

$79,856-77.5%

Participation rate

46.7%

41.5%+5.1pp

54.2%-7.5pp

69.6%-23.0pp

Annual return

19.83%

39.76%-19.9pp

54.82%-35.0pp

31.71%-11.9pp

Employer contribution / active EE

$436

$637-31.6%

$987-55.8%

$2,471-82.4%

Participant deferral / active EE

$1,303

$1,261+3.3%

$1,861-30.0%

$3,741-65.2%

Admin fee / account holder

$182

$2,506-92.7%

$2,859-93.6%

$5,306-96.6%

SONNY'S PIZZERIA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SONNY'S PIZZERIA 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