Retirement plan

EMPLOYEE BENEFIT PLAN OF EUREKA FLOOR CARPET ONE

Name: EUREKA FLOOR CARPET ONE - EMPLOYEE BENEFIT PLAN OF EUREKA FLOOR CARPET ONE (2019) Form 5500
Creator: EUREKA FLOOR CARPET ONE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF EUREKA FLOOR CARPET ONE, EUREKA FLOOR CARPET ONE

EUREKA FLOOR CARPET ONEEIN 68-0385672Plan #002PY 2019

2385 MYRTLE AVE - EUREKA, CA 955013327707-443-9321eurekafloorcarpetoneeureka.comLinkedIn1-10 employeesretail

Other plans on this EIN

1 filing

#001Retirement-$815K assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$908K

+1.3% from 2018

Total participants

-8.3% from 2018

Average account balance

$90,752

+21.6% from 2018

Annual return

19.35%

+27.66 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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)

$131K

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.

157.1%

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

$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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2F2G3D

Plan features

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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$196K

$32666 / participant

Other / not subdivided$196K100.0%

% of EOY assets

21.597%

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

$90,752

$107,368-15.5%

$92,915-2.3%

$152,909-40.6%

Participation rate

83.3%

79.8%+3.5pp

76.0%+7.3pp

82.5%+0.9pp

Annual return

19.35%

145.64%-126.3pp

109.45%-90.1pp

345.46%-326.1pp

Employer contribution / active EE

$5,216

$4,222+23.5%

$3,653+42.8%

$4,764+9.5%

Participant deferral / active EE

$540

$4,848-88.9%

$4,238-87.3%

$5,851-90.8%

Admin fee / account holder

$19,600

$7,082+176.7%

$5,796+238.2%

$11,601+69.0%

EMPLOYEE BENEFIT PLAN OF EUREKA FLOOR CARPET ONE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF EUREKA FLOOR CARPET ONE

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