Retirement plan

AESTHETIC ENTERPRISES, LLC 401(K) PLAN

Name: AESTHETIC ENTERPRISES, LLC - AESTHETIC ENTERPRISES, LLC 401(K) PLAN (2020) Form 5500
Creator: AESTHETIC ENTERPRISES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AESTHETIC ENTERPRISES, LLC 401(K) PLAN, AESTHETIC ENTERPRISES, LLC

AESTHETIC ENTERPRISES, LLCEIN 82-2382847Plan #001PY 2020

5950 SOUTH WILLOW DRIVE, SUITE 307 - GREENWOOD VILLAGE, CO 80111303-942-0036LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$199K

+129.5% from 2019

Total participants

0.0% from 2019

Average account balance

$99,720

+129.5% from 2019

Annual return

18.53%

+18.53 pp from 2019

Benchmarks

See 1,018 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,018 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+16.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2804

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$453

$227 / participant

Other / not subdivided$453100.0%

% of EOY assets

0.227%

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

$99,720

$755,339-86.8%

$379,746-73.7%

$158,966-37.3%

Participation rate

100.0%

81.8%+18.2pp

78.4%+21.6pp

82.0%+18.0pp

Annual return

18.53%

53.41%-34.9pp

34.90%-16.4pp

302.95%-284.4pp

Employer contribution / active EE

$28,715

$4,685+512.9%

$3,540+711.2%

$4,762+502.9%

Participant deferral / active EE

$19,500

$7,938+145.7%

$6,024+223.7%

$5,983+225.9%

Admin fee / account holder

$227

$14,482-98.4%

$7,927-97.1%

$11,250-98.0%

AESTHETIC ENTERPRISES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AESTHETIC ENTERPRISES, LLC 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