Retirement plan

THE WORKHOUSE WORLDWIDE LLC 401(K) PLAN

Name: THE WORKHOUSE WORLDWIDE LLC DBA SUPERPRIME - THE WORKHOUSE WORLDWIDE LLC 401(K) PLAN (2024) Form 5500
Creator: THE WORKHOUSE WORLDWIDE LLC DBA SUPERPRIME
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WORKHOUSE WORLDWIDE LLC 401(K) PLAN, THE WORKHOUSE WORLDWIDE LLC DBA SUPERPRIME

THE WORKHOUSE WORLDWIDE LLC DBA SUPERPRIMEEIN 47-2984161Plan #001PY 2024

4125 WEST JEFFERSON BOULEVARD - LOS ANGELES, CA 90016310-558-7140

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$405K

+131.5% from 2023

Total participants

-25.0% from 2023

Average account balance

$25,301

+218.3% from 2023

Annual return

20.40%

-15.62 pp from 2023

Benchmarks

See 12,306 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,306 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$617K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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

$137K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27

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 codes2F2G2J2T3B3D3H

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$260

$17 / participant

Other / not subdivided$260100.0%

% of EOY assets

0.064%

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

$25,301

$108,922-76.8%

$100,398-74.8%

$145,978-82.7%

Participation rate

66.7%

83.0%-16.3pp

81.5%-14.8pp

80.3%-13.6pp

Annual return

20.40%

58.04%-37.6pp

49.32%-28.9pp

550.52%-530.1pp

Employer contribution / active EE

$7,819

$4,426+76.7%

$3,946+98.2%

$4,662+67.7%

Participant deferral / active EE

$5,131

$8,450-39.3%

$8,084-36.5%

$6,690-23.3%

Admin fee / account holder

$16

$9,680-99.8%

$7,893-99.8%

$13,400-99.9%

THE WORKHOUSE WORLDWIDE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WORKHOUSE WORLDWIDE 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