Retirement plan

WOLF'S RIDGE BREWING 401(K)

Name: WOLF'S RIDGE BREWING - WOLF'S RIDGE BREWING 401(K) (2022) Form 5500
Creator: WOLF'S RIDGE BREWING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOLF'S RIDGE BREWING 401(K), WOLF'S RIDGE BREWING

WOLF'S RIDGE BREWINGEIN 45-4011666Plan #001PY 2022

215 NORTH 4TH STREET - COLUMBUS, OH 43215614-425-3936wolfsridgebrewing.comLinkedIn51-200 employeesfood & beverages

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$239K

+17.3% from 2021

Total participants

+9.3% from 2021

Average account balance

$9,186

+30.8% from 2021

Annual return

-9.16%

-10.37 pp from 2021

Benchmarks

See 4,973 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$281K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$371

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

+5.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1648

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 codes2F2G2J2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$8K

$169 / participant

Other / not subdivided$8K100.0%

% of EOY assets

3.247%

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

$9,186

$27,632-66.8%

$61,399-85.0%

$68,495-86.6%

Participation rate

28.3%

39.5%-11.2pp

52.6%-24.3pp

67.9%-39.6pp

Annual return

-9.16%

-13.24%+4.1pp

338.81%-348.0pp

-7.84%-1.3pp

Employer contribution / active EE

$696-100.0%

$1,159-100.0%

$2,596-100.0%

Participant deferral / active EE

$1,180

$1,264-6.7%

$2,124-44.5%

$4,028-70.7%

Admin fee / account holder

$298

$2,010-85.2%

$2,131-86.0%

$5,403-94.5%

WOLF'S RIDGE BREWING 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOLF'S RIDGE BREWING 401(K)

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