Plans » Benchmarking Engine
Benchmarking L' Auberge De Sonoma 401(K) & Profit Sharing Plan in Sonoma, CA against
ambivalent (2)
bad (6)
L' Auberge De Sonoma 401(K) & Profit Sharing Plan in Sonoma, CA has the 5th-lowest net income per total participant (-$4,444) of the 444 plans whose economic sector is Accommodation and Food Services. That -$4,444 compares to an average of -$9,215 across those 444 plans.
Beating the average of -$9,215 means an extra $243,314 in net income.
Note: net income per total participant = net income ÷ total participants
L' Auberge De Sonoma 401(K) & Profit Sharing Plan has these standings among those 444 peer plans:
Beating the average of -$9,215 means an extra $243,314 in net income.
Note: net income per total participant = net income ÷ total participants
L' Auberge De Sonoma 401(K) & Profit Sharing Plan has these standings among those 444 peer plans:
- net income per total participant = -$4,444 (5th-lowest)
- net income = -$226,664 (29th-lowest)
- total participants = 51 (9th-fewest)
better than Pizza Hut of Southern Wisconsin, Inc. Retirement Savings Plan in Madison, WI (-$4,005,280), Clever Ideas and Really Nice Restaurants 401(K) Plan in Elmhurst, IL (-$100,350), Helm Ops Inc 401k Plan in Bossier City, LA (-$40,770), and FMCJ Enterprises, LLC 401(K) P/S Plan in Aberdeen, NC (-$6,596).
trailed Oklahoma City Bakery Inc. dba Panera Bread Company 401k Plan in Springfield, MO (-$3,711), MLCV Non-Gaming 401(K) Plan in Onamia, MN (-$3,552), Sand Pearl Resort 401(K) Plan in Portsmouth, NH (-$3,406), and Fox NC Acquisition LLC Employees 401(K) Plan in Champaign, IL (-$2,736), and others, ending with Cravco III, LLC 401(K) Plan in Seneca, SC ($6,063).
trailed Oklahoma City Bakery Inc. dba Panera Bread Company 401k Plan in Springfield, MO (-$3,711), MLCV Non-Gaming 401(K) Plan in Onamia, MN (-$3,552), Sand Pearl Resort 401(K) Plan in Portsmouth, NH (-$3,406), and Fox NC Acquisition LLC Employees 401(K) Plan in Champaign, IL (-$2,736), and others, ending with Cravco III, LLC 401(K) Plan in Seneca, SC ($6,063).
- whose economic sector is. The economic sector is the first two digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. 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.
- net income per total participant. Higher values are better. Average net income per total participant equals net income, Line 2k from Schedule H, divided by total participants, Line 6f of Form 5500. 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.
L' Auberge De Sonoma 401(K) & Profit Sharing Plan in Sonoma, CA is in California, its EIN is 611855360, its industry group is Traveler Accommodation, its plan administrator is Paul Evans, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 721110, has 50 to 99 total participants, is worse than the overall plan medians in each of total income, net income, yield on beginning-of-plan-year total assets, and diversity of asset types (4 total), and is better than the overall participant averages in each of net income per total participant, average account balance, and total administrative expense per participant.
Global References
Numeric values:
- total assets at beginning of plan year ($836,828)
- total assets ($610,164)
- value of interest in registered investment companies (e.g., mutual funds) ($610K)
- net assets (assets minus liabilities) ($610K)
- total expenses ($193,607)
- total contributions ($116,904)
- cash contributions from participants ($47,985)
- cash contributions from employers ($31,086)
- average account balance ($11,964)
- other administrative expenses ($4,222)
- total administrative expenses ($4,222)
- value of interest in common/collective trusts ($1,563)
- total administrative expense per participant ($82.78)
- 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 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)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$4,444)
- total income (-$33,057)
- earnings on investments (-$151,425)
- net earnings on investments (-$151,425)
- net income (-$226,664)
- total administrative expense ratio (0.690%)
- diversity of asset types (0.6%)
- percentage of active participants (0.0%)
- 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%)
- yield on beginning-of-plan-year total assets (-18.10%)
- growth in total assets during the plan year (-27.1%)
- active participants (0)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (51)
- other retired or separated participants entitled to future benefits (51)
- retired or separated participants receiving benefits (0)
- total participants (51)
Global References