Retirement plan

PETE'S AH, INC. 401(K) PLAN

Name: PETE'S AH, INC - PETE'S AH, INC. 401(K) PLAN (2020) Form 5500
Creator: PETE'S AH, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETE'S AH, INC. 401(K) PLAN, PETE'S AH, INC

PETE'S AH, INCEIN 94-3319718Plan #001PY 2020

5005 FOOTHILLS BLVD, #5, - ROSEVILLE, CA 95747916-548-5469

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$218K

+4.0% from 2019

Total participants

-33.3% from 2019

Average account balance

$218,091

+4.0% from 2019

Annual return

-5.77%

-26.24 pp from 2019

Benchmarks

See 8,282 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,282 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$198K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

51.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$703

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

+13.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133

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 codes2E2F2J2T3D

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).
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.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$75

$6 / participant

Other / not subdivided$75100.0%

% of EOY assets

0.034%

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

$218,091

$108,212+101.5%

$77,513+181.4%

$158,966+37.2%

Participation rate

8.3%

64.4%-56.1pp

54.2%-45.9pp

82.0%-73.6pp

Annual return

-5.77%

31.67%-37.4pp

54.81%-60.6pp

302.95%-308.7pp

Employer contribution / active EE

$824

$1,325-37.8%

$987-16.5%

$4,762-82.7%

Participant deferral / active EE

$885

$2,455-64.0%

$1,861-52.4%

$5,983-85.2%

Admin fee / account holder

$75

$3,709-98.0%

$2,859-97.4%

$11,250-99.3%

PETE'S AH, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETE'S AH, INC. 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