Retirement plan

SMITH'S COUNTRY CLUB DRUG STORE INC PROFIT SHARING PLAN

Name: SMITH'S COUNTRY CLUB DRUG STORE INC - SMITH'S COUNTRY CLUB DRUG STORE INC PROFIT SHARING PLAN (2020) Form 5500
Creator: SMITH'S COUNTRY CLUB DRUG STORE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH'S COUNTRY CLUB DRUG STORE INC PROFIT SHARING PLAN, SMITH'S COUNTRY CLUB DRUG STORE INC

SMITH'S COUNTRY CLUB DRUG STORE INCEIN 71-0783111Plan #001PY 2020

5114 KAVANAUGH - LITTLE ROCK, AR 72207501-663-4118smithdrugstore.comLinkedIn1-10 employeescosmetics

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$639K

+5.3% from 2019

Total participants

0.0% from 2019

Average account balance

$159,709

+5.3% from 2019

Annual return

3.02%

-2.85 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$949K

Not enough data

1 years with asset history on file

Average account balance

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

$237K

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

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+7.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2252

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$159,709

$112,935+41.4%

$90,970+75.6%

$158,966+0.5%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

3.02%

215.79%-212.8pp

134.58%-131.6pp

302.95%-299.9pp

Employer contribution / active EE

$1,236

$2,895-57.3%

$2,122-41.8%

$4,762-74.0%

Participant deferral / active EE

$2,159

$4,129-47.7%

$3,373-36.0%

$5,983-63.9%

Admin fee / account holder

$8,045-100.0%

$5,960-100.0%

$11,250-100.0%

SMITH'S COUNTRY CLUB DRUG STORE INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SMITH'S COUNTRY CLUB DRUG STORE INC 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