Retirement plan

NORTHWAY 8 GOLF SHOP, INC. PROFIT SHARING PLAN

Name: NORTHWAY 8 GOLF SHOP, INC. - NORTHWAY 8 GOLF SHOP, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: NORTHWAY 8 GOLF SHOP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWAY 8 GOLF SHOP, INC. PROFIT SHARING PLAN, NORTHWAY 8 GOLF SHOP, INC.

NORTHWAY 8 GOLF SHOP, INC.EIN 14-1670936Plan #001PY 2017

1519 CRESCENT ROAD - CLIFTON PARK, NY 12065518-371-3141LinkedIn11-50 employeesconsumer goods

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.5M

+21.0% from 2016

Total participants

+14.3% from 2016

Average account balance

$103,957

+21.0% from 2016

Annual return

20.51%

+13.01 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

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

+18.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1449

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$249 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.171%

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

$103,957

$113,338-8.3%

$94,993+9.4%

$147,586-29.6%

Participation rate

80.0%

78.0%+2.0pp

73.9%+6.1pp

82.8%-2.8pp

Annual return

20.51%

20.80%-0.3pp

27.14%-6.6pp

578.59%-558.1pp

Employer contribution / active EE

$3,160-100.0%

$2,603-100.0%

$4,876-100.0%

Participant deferral / active EE

$891

$3,777-76.4%

$3,317-73.1%

$5,439-83.6%

Admin fee / account holder

$178

$6,063-97.1%

$4,960-96.4%

$10,886-98.4%

NORTHWAY 8 GOLF SHOP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWAY 8 GOLF SHOP, INC. 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