Retirement plan

CATERED TOO 401(K) PLAN

Name: CATERED TOO 401(K) PLAN - CATERED TOO 401(K) PLAN (2017) Form 5500
Creator: CATERED TOO 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATERED TOO 401(K) PLAN, CATERED TOO 401(K) PLAN

CATERED TOO 401(K) PLANEIN 46-4627233Plan #001PY 2017

325 DEMETER STREET - EAST PALO ALTO, CA 94303650-240-2300cateredtoo.comLinkedIn51-200 employeeshospitality

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+72.5% from 2016

Total participants

+1.8% from 2016

Average account balance

-100.0% from 2016

Annual return

19.71%

+7.26 pp from 2016

Benchmarks

See 2,983 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,983 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.49M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

78.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$238K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$794

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 codes2G2E2J3H2F3D

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).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$11K

$236 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.064%

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

$35,183-100.0%

$73,550-100.0%

$70,126-100.0%

Participation rate

0.0%

42.9%-42.9pp

54.9%-54.9pp

69.5%-69.5pp

Annual return

19.71%

26.90%-7.2pp

-15.16%+34.9pp

73.15%-53.4pp

Employer contribution / active EE

$3,873

$709+446.5%

$1,219+217.7%

$2,343+65.3%

Participant deferral / active EE

$3,067

$1,220+151.5%

$1,804+70.0%

$3,332-7.9%

Admin fee / account holder

$2,302-100.0%

$2,320-100.0%

$4,645-100.0%

CATERED TOO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATERED TOO 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