Retirement plan

JOE'S STONE CRABS, INC. PROFIT SHARING PLAN

Name: JOE'S STONE CRABS, INC. - JOE'S STONE CRABS, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: JOE'S STONE CRABS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOE'S STONE CRABS, INC. PROFIT SHARING PLAN, JOE'S STONE CRABS, INC.

JOE'S STONE CRABS, INC.EIN 59-0601879Plan #002PY 2018

11 WASHINGTON AVENUE - MIAMI BEACH, FL 331397323305-673-0365joesstonecrab.comLinkedIn201-500 employeesrestaurants

Other plans on this EIN

1 filing

#003Retirement-$13.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.8M

+9.9% from 2017

Total participants

410

-3.5% from 2017

Average account balance

$19,092

+13.9% from 2017

Annual return

8.80%

-4.95 pp from 2017

Benchmarks

See 746 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort746 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.91M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

394

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

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+10.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$194

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
LINSCO/PRIVATE LEDGER CORP3+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

$58K

$156 / participant

Investment mgmt$58K100.0%

% of EOY assets

0.742%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,092

$23,224-17.8%

$71,089-73.1%

$55,725-65.7%

Participation rate

100.0%

37.9%+62.1pp

54.6%+45.4pp

70.9%+29.1pp

Annual return

8.80%

-2.87%+11.7pp

650.65%-641.8pp

244.93%-236.1pp

Employer contribution / active EE

$1,112

$436+154.9%

$1,088+2.2%

$2,078-46.5%

Participant deferral / active EE

$929-100.0%

$1,873-100.0%

$3,356-100.0%

Admin fee / account holder

$142

$118+20.1%

$3,082-95.4%

$115+23.0%

Provider

Service type

Compensation

LINSCO/PRIVATE LEDGER CORP3+ years

Filed as: LINSCO PRIVATE LEDGER

Service code 27 · EIN 95-2834236

9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121

Advisory (Plan)

JOE'S STONE CRABS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOE'S STONE CRABS, INC. 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