Retirement plan

ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN

Name: ELIZABETH'S PITTSBORO, CORP. - ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN (2020) Form 5500
Creator: ELIZABETH'S PITTSBORO, CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN, ELIZABETH'S PITTSBORO, CORP.

ELIZABETH'S PITTSBORO, CORP.EIN 81-0939738Plan #001PY 2020

160 HILLSBORO STREET - PITTSBORO, NC 27312919-545-9292

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$184K

+98.2% from 2019

Total participants

+16.7% from 2019

Average account balance

$26,355

+69.9% from 2019

Annual return

41.16%

+9.91 pp from 2019

Benchmarks

See 8,282 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,282 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$498K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$26,355

$108,212-75.6%

$77,513-66.0%

$158,966-83.4%

Participation rate

100.0%

64.4%+35.6pp

54.2%+45.8pp

82.0%+18.0pp

Annual return

41.16%

31.67%+9.5pp

54.81%-13.6pp

302.95%-261.8pp

Employer contribution / active EE

$843

$1,325-36.4%

$987-14.6%

$4,762-82.3%

Participant deferral / active EE

$6,738

$2,455+174.4%

$1,861+262.1%

$5,983+12.6%

Admin fee / account holder

$3,709-100.0%

$2,859-100.0%

$11,250-100.0%

ELIZABETH'S PITTSBORO, CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ELIZABETH'S PITTSBORO, CORP. 401(K) 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