Retirement plan

COFFEE MUG INC. 401K AND PSP

Name: THE COFFEE MUG - COFFEE MUG INC. 401K AND PSP (2019) 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 2019

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$84K

+69.5% from 2018

Total participants

+9.1% from 2018

Average account balance

$27,860

+69.5% from 2018

Annual return

17.78%

+29.02 pp from 2018

Benchmarks

See 7,711 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,711 peers

Snapshot2019

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

$672

$28 / participant

Other / not subdivided$672100.0%

% of EOY assets

0.804%

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

$27,860

$108,701-74.4%

$74,723-62.7%

$152,909-81.8%

Participation rate

12.5%

65.4%-52.9pp

54.5%-42.0pp

82.5%-70.0pp

Annual return

17.78%

114.12%-96.3pp

753.18%-735.4pp

345.46%-327.7pp

Employer contribution / active EE

$176

$1,504-88.3%

$1,084-83.7%

$4,764-96.3%

Participant deferral / active EE

$886

$2,709-67.3%

$1,962-54.9%

$5,851-84.9%

Admin fee / account holder

$224

$4,906-95.4%

$3,335-93.3%

$11,601-98.1%

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