Retirement plan

SIMON TEAKLE FINE JEWELRY RETIREMENT PLAN

Name: SIMON TEAKLE FINE JEWELRY, LLC - SIMON TEAKLE FINE JEWELRY RETIREMENT PLAN (2016) Form 5500
Creator: SIMON TEAKLE FINE JEWELRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMON TEAKLE FINE JEWELRY RETIREMENT PLAN, SIMON TEAKLE FINE JEWELRY, LLC

SIMON TEAKLE FINE JEWELRY, LLCEIN 80-0781863Plan #001PY 2016

4 GRIGG STREET - GREENWICH, CT 06830203-769-5888LinkedIn1-10 employeesluxury goods & jewelry

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$59K

No prior year

Total participants

No prior year

Average account balance

$29,350

No prior year

Annual return

8.11%

No prior year

Benchmarks

See 22,114 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,114 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$288K

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66311

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 codes2E2H2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 employer contribution
Employer contribution per participant 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

$29,350

$131,829-77.7%

$108,579-73.0%

$273,968-89.3%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

8.11%

-91.57%+99.7pp

-51.70%+59.8pp

41.45%-33.3pp

Employer contribution / active EE

$606

$4,912-87.7%

$3,758-83.9%

$4,869-87.6%

Participant deferral / active EE

$10,000

$5,127+95.0%

$4,311+132.0%

$5,287+89.1%

Admin fee / account holder

$10,252-100.0%

$7,645-100.0%

$10,132-100.0%

SIMON TEAKLE FINE JEWELRY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIMON TEAKLE FINE JEWELRY RETIREMENT 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