Retirement plan

RIVER CITY RESTAURANT GROUP LLC 401K PLAN

Name: RIVER CITY RESTAURANT GROUP LLC - RIVER CITY RESTAURANT GROUP LLC 401K PLAN (2017) Form 5500
Creator: RIVER CITY RESTAURANT GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIVER CITY RESTAURANT GROUP LLC 401K PLAN, RIVER CITY RESTAURANT GROUP LLC

RIVER CITY RESTAURANT GROUP LLCEIN 47-1219439Plan #001PY 2017

207 DECATUR ST NW - OLYMPIA, WA 985024911360-754-1664LinkedIn1-10 employeesrestaurants

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$6K

+273.4% from 2016

Total participants

0.0% from 2016

Average account balance

$3,098

+273.4% from 2016

Annual return

17.30%

+17.30 pp from 2016

Benchmarks

See 6,682 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,682 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$301K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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

$79K

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

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$563

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 codes2F2G2J2T3D2E

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$416

$208 / participant

Other / not subdivided$416100.0%

% of EOY assets

6.715%

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

$3,098

$107,015-97.1%

$73,545-95.8%

$147,585-97.9%

Participation rate

100.0%

66.4%+33.6pp

54.9%+45.1pp

82.8%+17.2pp

Annual return

17.30%

38.25%-21.0pp

-15.16%+32.5pp

578.58%-561.3pp

Employer contribution / active EE

$1,760-100.0%

$1,219-100.0%

$4,876-100.0%

Participant deferral / active EE

$2,125

$2,462-13.7%

$1,806+17.6%

$5,439-60.9%

Admin fee / account holder

$208

$3,055-93.2%

$2,320-91.0%

$10,886-98.1%

RIVER CITY RESTAURANT GROUP LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIVER CITY RESTAURANT GROUP LLC 401K 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