Retirement plan

FISHSKIN UPHOLSTERY STUDIOS LLC 401K PROFIT SHARING PLAN

Name: FISHSKIN UPHOLSTERY STUDIOS LLC - FISHSKIN UPHOLSTERY STUDIOS LLC 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: FISHSKIN UPHOLSTERY STUDIOS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISHSKIN UPHOLSTERY STUDIOS LLC 401K PROFIT SHARING PLAN, FISHSKIN UPHOLSTERY STUDIOS LLC

FISHSKIN UPHOLSTERY STUDIOS LLCEIN 46-4520728Plan #001PY 2019

464 NE, 219TH AVE - GRESHAM, OR 97030503-309-3824fishskinupholstery.comLinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$230K

+73.4% from 2018

Total participants

+25.0% from 2018

Average account balance

$23,047

+38.7% from 2018

Annual return

11.35%

+19.89 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$321K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E3D2J

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

1 tripped

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

$1K

$210 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.639%

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

$23,047

$103,008-77.6%

$90,304-74.5%

$152,897-84.9%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

11.35%

95.22%-83.9pp

78.13%-66.8pp

345.43%-334.1pp

Employer contribution / active EE

$7,814

$3,139+148.9%

$2,855+173.7%

$4,764+64.0%

Participant deferral / active EE

$3,966

$4,281-7.4%

$3,885+2.1%

$5,851-32.2%

Admin fee / account holder

$147

$6,175-97.6%

$5,354-97.2%

$11,599-98.7%

FISHSKIN UPHOLSTERY STUDIOS LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISHSKIN UPHOLSTERY STUDIOS LLC 401K PROFIT SHARING 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