Retirement plan

VOGUE FLOWERS & GIFTS LTD 401K PROFIT SHARING PLAN

Name: VOGUE FLOWERS & GIFTS LTD - VOGUE FLOWERS & GIFTS LTD 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: VOGUE FLOWERS & GIFTS LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOGUE FLOWERS & GIFTS LTD 401K PROFIT SHARING PLAN, VOGUE FLOWERS & GIFTS LTD

VOGUE FLOWERS & GIFTS LTDEIN 54-1304457Plan #001PY 2015

1114 NORTH BOULEVARD - RICHMOND, VA 23230804-353-9600LinkedIn1-10 employeesretail

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$145,477

No prior year

Annual return

0.63%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1552

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 codes2E2J2F2G3D3H

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.
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.

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

$145,477

$45,152+222.2%

$73,836+97.0%

$59,633+144.0%

Participation rate

25.0%

64.0%-39.0pp

73.4%-48.4pp

68.7%-43.7pp

Annual return

0.63%

27.40%-26.8pp

2268.06%-2267.4pp

2041.45%-2040.8pp

Employer contribution / active EE

$406

$1,901-78.7%

$2,787-85.4%

$2,203-81.6%

Participant deferral / active EE

$2,835

$2,573+10.2%

$3,583-20.9%

$3,192-11.2%

Admin fee / account holder

$3,515-100.0%

$4,882-100.0%

$4,297-100.0%

VOGUE FLOWERS & GIFTS LTD 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VOGUE FLOWERS & GIFTS LTD 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion