Retirement plan

SWANKY BADGER, INC. 401K PROFIT SHARING PLAN

Name: SWANKY BADGER, INC. - SWANKY BADGER, INC. 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: SWANKY BADGER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWANKY BADGER, INC. 401K PROFIT SHARING PLAN, SWANKY BADGER, INC.

SWANKY BADGER, INC.EIN 47-3605005Plan #002PY 2019

3627 BAYONNE DRIVE - SAN DIEGO, CA 92109858-999-6465

Other plans on this EIN

1 filing

#001Retirement-$192K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$127K

+157.0% from 2018

Total participants

0.0% from 2018

Average account balance

$18,123

+157.0% from 2018

Annual return

22.57%

+22.57 pp from 2018

Benchmarks

See 7,789 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$645K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$359

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$684

$114 / participant

Other / not subdivided$684100.0%

% of EOY assets

0.539%

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

$18,123

$117,433-84.6%

$99,475-81.8%

$152,897-88.1%

Participation rate

100.0%

77.5%+22.5pp

73.8%+26.2pp

82.5%+17.5pp

Annual return

22.57%

31.87%-9.3pp

30.72%-8.1pp

345.43%-322.9pp

Employer contribution / active EE

$4,023

$3,013+33.5%

$2,540+58.4%

$4,764-15.5%

Participant deferral / active EE

$7,035

$4,086+72.2%

$3,619+94.4%

$5,851+20.2%

Admin fee / account holder

$98

$7,634-98.7%

$6,252-98.4%

$11,599-99.2%

SWANKY BADGER, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWANKY BADGER, INC. 401K 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