Retirement plan

CHALET CHEESE COOPERATIVE

Name: CHALET CHEESE COOPERATIVE - CHALET CHEESE COOPERATIVE (2018) Form 5500
Creator: CHALET CHEESE COOPERATIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHALET CHEESE COOPERATIVE, CHALET CHEESE COOPERATIVE

CHALET CHEESE COOPERATIVEEIN 39-6074993Plan #001PY 2018

N4858 COUNTY N - MONROE, WI 53566608-325-4343LinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$89,181

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.26M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

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

+19.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20157

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 codes2E2F2G2J3D

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.
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

0 tripped

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

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

$89,181

$91,911-3.0%

$68,612+30.0%

$135,380-34.1%

Participation rate

100.0%

76.7%+23.3pp

72.2%+27.8pp

82.6%+17.4pp

Annual return

0.00%

-8.22%+8.2pp

-4.63%+4.6pp

519.81%-519.8pp

Employer contribution / active EE

$259

$3,924-93.4%

$2,625-90.1%

$4,779-94.6%

Participant deferral / active EE

$1,574

$4,315-63.5%

$3,311-52.5%

$5,609-71.9%

Admin fee / account holder

$9,240-100.0%

$5,131-100.0%

$10,828-100.0%

CHALET CHEESE COOPERATIVE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHALET CHEESE COOPERATIVE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion