Retirement plan

JAY FEDER JEWELERS, LLC 401K RETIREMENT PLAN

Name: JAY FEDER JEWELERS, LLC - JAY FEDER JEWELERS, LLC 401K RETIREMENT PLAN (2015) Form 5500
Creator: JAY FEDER JEWELERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAY FEDER JEWELERS, LLC 401K RETIREMENT PLAN, JAY FEDER JEWELERS, LLC

JAY FEDER JEWELERS, LLCEIN 84-1186008Plan #001PY 2015

910 16TH ST STE 335 - DENVER, CO 802022915303-534-0251jayfeder.comLinkedIn11-50 employeesluxury goods & jewelry

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$507K

No prior year

Total participants

No prior year

Average account balance

$38,999

No prior year

Annual return

0.83%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$371K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.19%

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 codes3B2J3D2E2F2G

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$256 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.354%

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

$38,999

$82,630-52.8%

$64,105-39.2%

$125,389-68.9%

Participation rate

100.0%

75.9%+24.1pp

68.2%+31.8pp

83.2%+16.8pp

Annual return

0.83%

1489.72%-1488.9pp

791.24%-790.4pp

282.24%-281.4pp

Employer contribution / active EE

$2,671-100.0%

$1,820-100.0%

$4,866-100.0%

Participant deferral / active EE

$1,017

$3,608-71.8%

$2,822-64.0%

$5,352-81.0%

Admin fee / account holder

$138

$6,382-97.8%

$4,499-96.9%

$9,541-98.6%

JAY FEDER JEWELERS, LLC 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAY FEDER JEWELERS, LLC 401K RETIREMENT 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