Retirement plan

THE SAYLOR MANAGEMENT GROUP, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: THE SAYLOR MANAGEMENT GROUP, LLC - THE SAYLOR MANAGEMENT GROUP, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: THE SAYLOR MANAGEMENT GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SAYLOR MANAGEMENT GROUP, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN, THE SAYLOR MANAGEMENT GROUP, LLC

THE SAYLOR MANAGEMENT GROUP, LLCEIN 47-1961932Plan #001PY 2019

1441 WEST RUE PARIS AVE - IVERNESS, IL 60067847-517-1173LinkedIn51-200 employeesrestaurants

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$281K

+60.1% from 2018

Total participants

+15.9% from 2018

Average account balance

$20,075

-8.5% from 2018

Annual return

21.79%

+28.69 pp from 2018

Benchmarks

See 3,418 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,418 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$499K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

17.7%

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

$1K

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

+7.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$511

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 codes2E2F2G2J3D

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$41 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.744%

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

$20,075

$34,316-41.5%

$74,722-73.1%

$72,975-72.5%

Participation rate

27.5%

42.4%-15.0pp

54.5%-27.0pp

69.5%-42.0pp

Annual return

21.79%

26.58%-4.8pp

753.11%-731.3pp

81.01%-59.2pp

Employer contribution / active EE

$309

$692-55.4%

$1,084-71.5%

$2,440-87.3%

Participant deferral / active EE

$1,009

$1,272-20.6%

$1,963-48.6%

$3,608-72.0%

Admin fee / account holder

$149

$2,125-93.0%

$3,335-95.5%

$5,124-97.1%

THE SAYLOR MANAGEMENT GROUP, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SAYLOR MANAGEMENT GROUP, LLC SAFE HARBOR 401(K) PROFIT SHARING 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