Retirement plan

KUPPA JOY 401(K) PLAN

Name: KUPPA JOY COFFEE HOUSE, LLC - KUPPA JOY 401(K) PLAN (2020) Form 5500
Creator: KUPPA JOY COFFEE HOUSE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUPPA JOY 401(K) PLAN, KUPPA JOY COFFEE HOUSE, LLC

KUPPA JOY COFFEE HOUSE, LLCEIN 46-1258940Plan #001PY 2020

520 CLOVIS AVENUE - CLOVIS, CA 93612559-907-9095kuppajoy.comLinkedIn51-200 employeesrestaurants

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$192K

+58.5% from 2019

Total participants

+28.0% from 2019

Average account balance

$7,983

+18.9% from 2019

Annual return

6.36%

-18.64 pp from 2019

Benchmarks

See 8,282 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,282 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$531K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+28.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$326

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 codes2E2F2J2R3D

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).
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

$5K

$220 / participant

Other / not subdivided$5K100.0%

% of EOY assets

2.756%

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

$7,983

$108,212-92.6%

$77,513-89.7%

$158,966-95.0%

Participation rate

66.7%

64.4%+2.2pp

54.2%+12.5pp

82.0%-15.3pp

Annual return

6.36%

31.67%-25.3pp

54.81%-48.4pp

302.95%-296.6pp

Employer contribution / active EE

$1,071

$1,325-19.2%

$987+8.6%

$4,762-77.5%

Participant deferral / active EE

$1,774

$2,455-27.7%

$1,861-4.7%

$5,983-70.3%

Admin fee / account holder

$220

$3,709-94.1%

$2,859-92.3%

$11,250-98.0%

KUPPA JOY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KUPPA JOY 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