Retirement plan

SONYA'S WHILE YOU'RE AWAY 401(K) PLAN

Name: SONYA'S WHILE YOU'RE AWAY - SONYA'S WHILE YOU'RE AWAY 401(K) PLAN (2025) Form 5500
Creator: SONYA'S WHILE YOU'RE AWAY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SONYA'S WHILE YOU'RE AWAY 401(K) PLAN, SONYA'S WHILE YOU'RE AWAY

SONYA'S WHILE YOU'RE AWAYEIN 82-1859276Plan #001PY 2025

14 PLUM THICKET ROAD - BLUFFTON, SC 29910912-667-1195

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$213K

+46.0% from 2024

Total participants

0.0% from 2024

Average account balance

$71,034

+143.4% from 2024

Annual return

19.06%

+4.39 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$213K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+19.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1504

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 codes2E2F2G2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$5K

$902 / participant

Other / not subdivided$5K100.0%

% of EOY assets

2.117%

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

$71,034

$97,125-26.9%

$86,233-17.6%

$137,256-48.2%

Participation rate

60.0%

74.2%-14.2pp

69.0%-9.0pp

80.0%-20.0pp

Annual return

19.06%

74.19%-55.1pp

61.39%-42.3pp

220.34%-201.3pp

Employer contribution / active EE

$270

$2,841-90.5%

$2,504-89.2%

$4,156-93.5%

Participant deferral / active EE

$8,227

$5,180+58.8%

$4,559+80.4%

$6,407+28.4%

Admin fee / account holder

$1,504

$9,725-84.5%

$8,342-82.0%

$12,270-87.7%

SONYA'S WHILE YOU'RE AWAY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SONYA'S WHILE YOU'RE AWAY 401(K) 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