Retirement plan

GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN

Name: GREAT FALLS PUBLIC HOUSE, INC. - GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN (2019) Form 5500
Creator: GREAT FALLS PUBLIC HOUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN, GREAT FALLS PUBLIC HOUSE, INC.

GREAT FALLS PUBLIC HOUSE, INC.EIN 46-5345522Plan #001PY 2019

2629 NEW BANNER LANE - HERNDON, VA 20171703-582-1952

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$88K

-60.8% from 2018

Total participants

0.0% from 2018

Average account balance

$87,528

-60.8% from 2018

Annual return

-60.77%

-9.62 pp from 2018

Benchmarks

See 7,712 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,712 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+104.59%

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 codes2E2G2J

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$120

$120 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.137%

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

$87,528

$108,695-19.5%

$74,722+17.1%

$152,897-42.8%

Participation rate

100.0%

65.4%+34.6pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

-60.77%

114.11%-174.9pp

753.11%-813.9pp

345.43%-406.2pp

Employer contribution / active EE

$1,504-100.0%

$1,084-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,712-100.0%

$1,963-100.0%

$5,851-100.0%

Admin fee / account holder

$120

$4,906-97.6%

$3,335-96.4%

$11,599-99.0%

GREAT FALLS PUBLIC HOUSE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREAT FALLS PUBLIC HOUSE RETIREMENT 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