Retirement plan

ORGANIC DEPOT LLC 401(K)

Name: ORGANIC DEPOT LLC - ORGANIC DEPOT LLC 401(K) (2021) Form 5500
Creator: ORGANIC DEPOT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORGANIC DEPOT LLC 401(K), ORGANIC DEPOT LLC

ORGANIC DEPOT LLCEIN 46-1909935Plan #002PY 2021

41750 HIGHWAY 79 - AGUANGA, CA 92536909-821-4442organicdata.comLinkedIn11-50 employeesinternet

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$365K

+21.8% from 2020

Total participants

0.0% from 2020

Average account balance

$30,452

+21.8% from 2020

Annual return

-1.89%

-9.79 pp from 2020

Benchmarks

See 5,803 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$805K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

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

+7.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1235

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$175

$25 / participant

Other / not subdivided$175100.0%

% of EOY assets

0.048%

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

$30,452

$155,840-80.5%

$124,694-75.6%

$167,553-81.8%

Participation rate

100.0%

81.1%+18.9pp

74.6%+25.4pp

82.1%+17.9pp

Annual return

-1.89%

17.98%-19.9pp

5144.82%-5146.7pp

478.89%-480.8pp

Employer contribution / active EE

$6,437

$4,165+54.5%

$3,325+93.6%

$4,840+33.0%

Participant deferral / active EE

$3,714

$5,675-34.6%

$4,615-19.5%

$6,343-41.4%

Admin fee / account holder

$15

$9,536-99.8%

$7,495-99.8%

$12,316-99.9%

ORGANIC DEPOT LLC 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORGANIC DEPOT LLC 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