Retirement plan

COFFEE MUG INC. 401K AND PSP

Name: THE COFFEE MUG - COFFEE MUG INC. 401K AND PSP (2018) Form 5500
Creator: THE COFFEE MUG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COFFEE MUG INC. 401K AND PSP, THE COFFEE MUG

THE COFFEE MUGEIN 45-1293434Plan #001PY 2018

576 COMMERCIAL ST - ELKO, NV 89801775-738-5999coffeepublv.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$49K

+55.8% from 2017

Total participants

+15.8% from 2017

Average account balance

$16,441

+55.8% from 2017

Annual return

-11.24%

+11.10 pp from 2017

Benchmarks

See 7,241 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,241 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$260K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

12.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4774

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 codes2E2G2J2R3D

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.
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

$380

$17 / participant

Other / not subdivided$380100.0%

% of EOY assets

0.770%

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

$16,441

$104,116-84.2%

$71,089-76.9%

$135,380-87.9%

Participation rate

13.6%

65.7%-52.0pp

54.6%-41.0pp

82.6%-69.0pp

Annual return

-11.24%

1256.51%-1267.7pp

650.65%-661.9pp

519.81%-531.0pp

Employer contribution / active EE

$216

$1,485-85.5%

$1,088-80.2%

$4,779-95.5%

Participant deferral / active EE

$749

$2,524-70.3%

$1,873-60.0%

$5,609-86.6%

Admin fee / account holder

$127

$4,142-96.9%

$3,082-95.9%

$10,828-98.8%

COFFEE MUG INC. 401K AND PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COFFEE MUG INC. 401K AND PSP

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