Retirement plan

VIBETECH SPECIALTIES 401(K) PLAN

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

VIBETECH SPECIALTIES, LLCEIN 46-5495800Plan #001PY 2020

6435 SW 90TH AVENUE - PORTLAND, OR 97223503-407-0375vibetechspecialties.comLinkedIn1-10 employeesarchitecture & planning

Other plans on this EIN

1 filing

#002Retirement-$558K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$143K

+155.4% from 2019

Total participants

0.0% from 2019

Average account balance

$47,681

-14.9% from 2019

Annual return

14.36%

+14.36 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$463K

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.01%

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$200

$67 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.140%

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

$47,681

$162,812-70.7%

$133,971-64.4%

$158,966-70.0%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

14.36%

41.94%-27.6pp

45.09%-30.7pp

302.95%-288.6pp

Employer contribution / active EE

$19,000

$4,976+281.8%

$3,919+384.8%

$4,762+299.0%

Participant deferral / active EE

$7,333

$5,910+24.1%

$5,047+45.3%

$5,983+22.6%

Admin fee / account holder

$67

$11,741-99.4%

$8,929-99.3%

$11,250-99.4%

VIBETECH SPECIALTIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIBETECH SPECIALTIES 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