Retirement plan

THE HARTFORD GOLF CLUB, INC. 401(K) PROFIT SHARING PLAN

Name: THE HARTFORD GOLF CLUB, INC. - THE HARTFORD GOLF CLUB, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: THE HARTFORD GOLF CLUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HARTFORD GOLF CLUB, INC. 401(K) PROFIT SHARING PLAN, THE HARTFORD GOLF CLUB, INC.

THE HARTFORD GOLF CLUB, INC.EIN 06-0383880Plan #002PY 2019

134 NORWOOD ROAD - WEST HARTFORD, CT 061172238860-523-5229

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3.7M

-0.4% from 2018

Total participants

-10.5% from 2018

Average account balance

$68,000

+12.5% from 2018

Annual return

18.26%

+23.60 pp from 2018

Benchmarks

See 2,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,672 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.17M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

79.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3911

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 codes2E2F2G2J2T3D

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).
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.
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.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$24313 / participant

Other / not subdivided$1M100.0%

% of EOY assets

27.809%

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

$68,000

$48,570+40.0%

$130,660-48.0%

$72,975-6.8%

Participation rate

66.7%

58.6%+8.1pp

71.7%-5.1pp

69.5%-2.8pp

Annual return

18.26%

38.63%-20.4pp

1709.29%-1691.0pp

81.01%-62.8pp

Employer contribution / active EE

$1,996

$1,334+49.6%

$4,092-51.2%

$2,440-18.2%

Participant deferral / active EE

$5,892

$2,384+147.2%

$3,603+63.5%

$3,608+63.3%

Admin fee / account holder

$18,910

$3,549+432.8%

$5,463+246.1%

$5,124+269.0%

THE HARTFORD GOLF CLUB, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HARTFORD GOLF CLUB, INC. 401(K) PROFIT SHARING 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