Retirement plan

WISH FOR FALLING STAR, INC. RETIREMENT PLAN

Name: WISH FOR FALLING STAR, INC. - WISH FOR FALLING STAR, INC. RETIREMENT PLAN (2021) Form 5500
Creator: WISH FOR FALLING STAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISH FOR FALLING STAR, INC. RETIREMENT PLAN, WISH FOR FALLING STAR, INC.

WISH FOR FALLING STAR, INC.EIN 47-3786339Plan #002PY 2021

810 E. PICO BLVD., STE. #212 - LOS ANGELES, CA 90021213-598-3447

Other plans on this EIN

1 filing

#001Retirement-$362K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$167K

+56.7% from 2020

Total participants

0.0% from 2020

Average account balance

$33,483

+56.7% from 2020

Annual return

16.72%

-9.48 pp from 2020

Benchmarks

See 3,801 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,801 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$399K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

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

+12.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2D2E2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$798 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.431%

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

$33,483

$110,830-69.8%

$86,625-61.3%

$167,553-80.0%

Participation rate

100.0%

75.8%+24.2pp

71.6%+28.4pp

82.1%+17.9pp

Annual return

16.72%

116.99%-100.3pp

63.52%-46.8pp

478.89%-462.2pp

Employer contribution / active EE

$1,894

$3,245-41.6%

$2,496-24.1%

$4,840-60.9%

Participant deferral / active EE

$13,147

$4,548+189.1%

$3,700+255.4%

$6,343+107.3%

Admin fee / account holder

$479

$8,420-94.3%

$5,830-91.8%

$12,316-96.1%

WISH FOR FALLING STAR, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISH FOR FALLING STAR, INC. RETIREMENT 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