Retirement plan

RIGOBERTO'S MEXICAN FOOD 401(K) PLAN

Name: RIGOBERTO'S MEXICAN FOOD - RIGOBERTO'S MEXICAN FOOD 401(K) PLAN (2019) Form 5500
Creator: RIGOBERTO'S MEXICAN FOOD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIGOBERTO'S MEXICAN FOOD 401(K) PLAN, RIGOBERTO'S MEXICAN FOOD

RIGOBERTO'S MEXICAN FOODEIN 86-0895047Plan #001PY 2019

18690 S. NOGALES HIGHWAY - GREEN VALLEY, AZ 85614520-704-3413LinkedIn1-10 employeesinformation technology and services

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$252K

+18.9% from 2018

Total participants

0.0% from 2018

Average account balance

$22,868

+18.9% from 2018

Annual return

0.00%

0.00 pp from 2018

Benchmarks

See 7,713 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,713 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$423K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+0.00%

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 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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$22,868

$108,685-79.0%

$74,719-69.4%

$152,885-85.0%

Participation rate

100.0%

65.3%+34.7pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

0.00%

114.09%-114.1pp

753.05%-753.1pp

345.39%-345.4pp

Employer contribution / active EE

$1,667

$1,504+10.8%

$1,084+53.7%

$4,763-65.0%

Participant deferral / active EE

$2,778

$2,712+2.4%

$1,963+41.5%

$5,851-52.5%

Admin fee / account holder

$4,905-100.0%

$3,334-100.0%

$11,598-100.0%

RIGOBERTO'S MEXICAN FOOD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RIGOBERTO'S MEXICAN FOOD 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