Rocky Mountain Chocolate Factory, Inc.

62
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
62
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (16)
Average in Peer Group (61)
Highest in Peer Group (83)

Plan Description

Rocky Mountain Chocolate Factory, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 35% of plans for Total Plan Cost. Rocky Mountain Chocolate Factory, Inc. 401k Plan currently has over 100 active participants and over $6.0M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (62) and the top rated plan (83) could equate to:
10
Additional years of work
88,214
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 2/28/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 265 Turner Drive
  • Location
    Durango , CO
  • 81303
  • Industry
    Manufacturing
  • Administrator
    Jeremy M Kinney
  • Net Plan Assets
    $5,980,000
  • Total Participants
    150
  • Avg Account Balance
    $49,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Above Average
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Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Rocky Mountain Chocolate Factory, Inc. Common Stock 31%
N/A
Wells Fargo Stable Return Trust 20%
N/A
JPMorgan Large Cap Growth 10%
96%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Wells Fargo
Auditor
Ehrhardt Keefe Steiner & Hottman Pc

Articles and Questions