Plans » Benchmarking Engine
Benchmarking Lulu's Holding Company, LLC 401(K) Plan in Gulf Shores, AL against
good (4)
neutral (1)
Lulu's Holding Company, LLC 401(K) Plan in Gulf Shores, AL incurs the 3rd-lowest total administrative expenses ($475) of the 64 plans within 50 miles. Those $475 compare to an average of $23,626 across the 64 plans.
Note: total administrative expenses = professional fees + contract administrator fees + investment advisory and management fees + other administrative expenses
Lulu's Holding Company, LLC 401(K) Plan has these standings among those 64 peer plans:
Note: total administrative expenses = professional fees + contract administrator fees + investment advisory and management fees + other administrative expenses
Lulu's Holding Company, LLC 401(K) Plan has these standings among those 64 peer plans:
- total administrative expenses = $475 (3rd-lowest)
- professional fees = $0 (the lowest, tied)
- contract administrator fees = $475 (22nd-lowest)
- investment advisory and management fees = $0 (the lowest, tied)
- other administrative expenses = $0 (the lowest, tied)
- total administrative expenses. Lower values are better. From Line 2i(5), Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Note that total administrative expenses = professional fees + contract administrator fees + investment advisory and management fees + other administrative expenses. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Lulu's Holding Company, LLC 401(K) Plan in Gulf Shores, AL is in Alabama, its EIN is 262033596, its industry group is Restaurants and Other Eating Places, is a profit-sharing plan, covered by a fidelity bond, self-administered by the plan sponsor, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 722511, has 100 to 499 total participants, is worse than the overall plan medians in each of total liabilities, total income, net income, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total), is worse than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant, and is lower than the overall administrative medians in each of contract administrator fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- total assets at beginning of plan year ($2,766,298)
- total assets ($2,114,119)
- value of interest in registered investment companies (e.g., mutual funds) ($2.10M)
- net assets (assets minus liabilities) ($2.10M)
- total expenses ($337,892)
- total contributions ($212,136)
- cash contributions from participants ($135,619)
- cash contributions from employers ($76,517)
- average account balance ($10,414)
- average employer+participant cash contribution per active participant ($1,360)
- total liabilities ($882)
- average participant cash contribution per active participant ($869.40)
- average employer cash contribution per active participant ($490.50)
- contract administrator fees ($475)
- total administrative expenses ($475)
- total administrative expense per participant ($2.34)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- corrective distributions ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$3,217)
- total income (-$315,169)
- earnings on investments (-$527,305)
- net earnings on investments (-$527,305)
- net income (-$653,061)
- percentage of active participants (76.8%)
- total administrative expense ratio (0.022%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- diversity of asset types (0.0%)
- yield on beginning-of-plan-year total assets (-19.06%)
- growth in total assets during the plan year (-23.6%)
- active participants (156)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (203)
- other retired or separated participants entitled to future benefits (47)
- retired or separated participants receiving benefits (0)
- total participants (203)
Global References