Retirement plan

SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST

Name: SWANSONS FOOD OF ABERDEEN, INC. - SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST (2020) Form 5500
Creator: SWANSONS FOOD OF ABERDEEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST, SWANSONS FOOD OF ABERDEEN, INC.

SWANSONS FOOD OF ABERDEEN, INC.EIN 91-0655626Plan #002PY 2020

915 SIMPSON AVE - HOQUIAM, WA 98550360-532-6120LinkedIn11-50 employeesfood & beverages

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$783K

+15.3% from 2019

Total participants

0.0% from 2019

Average account balance

$39,158

+15.3% from 2019

Annual return

10.95%

+8.34 pp from 2019

Benchmarks

See 18,875 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,875 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$822K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7634

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 codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$3K

$166 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.360%

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

$39,158

$112,915-65.3%

$90,965-57.0%

$158,950-75.4%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

10.95%

215.75%-204.8pp

134.57%-123.6pp

302.91%-292.0pp

Employer contribution / active EE

$865

$2,894-70.1%

$2,122-59.2%

$4,762-81.8%

Participant deferral / active EE

$1,060

$4,128-74.3%

$3,373-68.6%

$5,983-82.3%

Admin fee / account holder

$141

$8,044-98.2%

$5,960-97.6%

$11,248-98.7%

SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWANSON'S FOOD OF ABERDEEN, INC. RETIREMENT PLAN & TRUST

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