Retirement plan

VESPA FOODS RETIREMENT PLAN

Name: VESPA FOODS, INC. - VESPA FOODS RETIREMENT PLAN (2016) Form 5500
Creator: VESPA FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VESPA FOODS RETIREMENT PLAN, VESPA FOODS, INC.

VESPA FOODS, INC.EIN 47-4271176Plan #001PY 2016

31 OSGOOD HILL ROAD - ESSEX, VT 05452802-872-8567

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$53K

+23.5% from 2015

Total participants

+100.0% from 2015

Average account balance

$26,515

-38.3% from 2015

Annual return

13.01%

+13.01 pp from 2015

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$297K

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.50%

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 codes2E2G2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1 / participant

Other / not subdivided$1100.0%

% of EOY assets

0.002%

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

$26,515

$103,949-74.5%

$69,182-61.7%

$273,972-90.3%

Participation rate

100.0%

67.4%+32.6pp

55.1%+44.9pp

83.0%+17.0pp

Annual return

13.01%

35.28%-22.3pp

-21.93%+34.9pp

41.46%-28.4pp

Employer contribution / active EE

$999

$1,783-44.0%

$1,206-17.2%

$4,869-79.5%

Participant deferral / active EE

$1,252

$2,716-53.9%

$1,897-34.0%

$5,287-76.3%

Admin fee / account holder

$3,671-100.0%

$2,697-100.0%

$10,133-100.0%

VESPA FOODS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VESPA FOODS 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