Retirement plan

ELEVEN PEPPERS STUDIOS, LLC 401(K) PLAN

Name: ELEVEN PEPPERS STUDIOS, LLC - ELEVEN PEPPERS STUDIOS, LLC 401(K) PLAN (2020) Form 5500
Creator: ELEVEN PEPPERS STUDIOS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELEVEN PEPPERS STUDIOS, LLC 401(K) PLAN, ELEVEN PEPPERS STUDIOS, LLC

ELEVEN PEPPERS STUDIOS, LLCEIN 46-0727423Plan #001PY 2020

2477 CHEYENNE DRIVE - GAMBRILLS, MD 21054410-991-4938elevenpeppers.comLinkedIn51-200 employeesdesign

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.9M

+35.2% from 2019

Total participants

+14.3% from 2019

Average account balance

$86,943

+18.3% from 2019

Annual return

20.77%

-8.64 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.32M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5449

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 codes2E2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$294K

$6257 / participant

Other / not subdivided$294K100.0%

% of EOY assets

6.040%

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

$86,943

$81,208+7.1%

$98,920-12.1%

$79,856+8.9%

Participation rate

100.0%

72.5%+27.5pp

76.0%+24.0pp

69.6%+30.4pp

Annual return

20.77%

60.99%-40.2pp

196.47%-175.7pp

31.71%-10.9pp

Employer contribution / active EE

$7,853

$1,960+300.7%

$2,689+192.0%

$2,471+217.8%

Participant deferral / active EE

$8,849

$3,265+171.0%

$4,245+108.5%

$3,741+136.6%

Admin fee / account holder

$5,251

$6,013-12.7%

$6,643-20.9%

$5,306-1.0%

ELEVEN PEPPERS STUDIOS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELEVEN PEPPERS STUDIOS, LLC 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