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 (2021) 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 2021

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3.4M

+7.9% from 2020

Total participants

0.0% from 2020

Average account balance

$76,209

+15.0% from 2020

Annual return

14.87%

+6.46 pp from 2020

Benchmarks

See 2,715 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,715 peers

Snapshot2021

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

$494K

$9493 / participant

Other / not subdivided$494K100.0%

% of EOY assets

14.395%

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

$76,209

$58,714+29.8%

$142,874-46.7%

$85,856-11.2%

Participation rate

55.8%

58.5%-2.7pp

72.0%-16.2pp

69.3%-13.5pp

Annual return

14.87%

27.73%-12.9pp

5638.58%-5623.7pp

318.58%-303.7pp

Employer contribution / active EE

$1,431

$1,423+0.6%

$4,145-65.5%

$2,565-44.2%

Participant deferral / active EE

$3,755

$2,608+43.9%

$3,838-2.2%

$3,952-5.0%

Admin fee / account holder

$10,970

$4,241+158.7%

$6,561+67.2%

$6,261+75.2%

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