Retirement plan

PICSOU, LLC 401(K) PLAN

Name: PICSOU, LLC DBA CHICK-FIL-A DORCHESTER ROAD - PICSOU, LLC 401(K) PLAN (2022) Form 5500
Creator: PICSOU, LLC DBA CHICK-FIL-A DORCHESTER ROAD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PICSOU, LLC 401(K) PLAN, PICSOU, LLC DBA CHICK-FIL-A DORCHESTER ROAD

PICSOU, LLC DBA CHICK-FIL-A DORCHESTER ROADEIN 47-1811587Plan #001PY 2022

8455 DORCHESTER ROAD - NORTH CHARLESTON, SC 29420843-557-5078

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$355K

-3.8% from 2021

Total participants

0.0% from 2021

Average account balance

$9,331

-57.0% from 2021

Annual return

-23.43%

-43.49 pp from 2021

Benchmarks

See 4,973 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$654K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

53.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

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

+16.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1426

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 codes2E2J2F2G3D

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.

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

$1K

$28 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.303%

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

$9,331

$27,632-66.2%

$61,399-84.8%

$68,495-86.4%

Participation rate

100.0%

39.5%+60.5pp

52.6%+47.4pp

67.9%+32.1pp

Annual return

-23.43%

-13.24%-10.2pp

338.81%-362.2pp

-7.84%-15.6pp

Employer contribution / active EE

$565

$696-18.8%

$1,159-51.3%

$2,596-78.3%

Participant deferral / active EE

$1,345

$1,264+6.5%

$2,124-36.7%

$4,028-66.6%

Admin fee / account holder

$28

$2,010-98.6%

$2,131-98.7%

$5,403-99.5%

PICSOU, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PICSOU, LLC 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