Retirement plan

CRUISE TRAVEL OUTLET, INC. 401(K) PROFIT SHARING PLAN

Name: CRUISE TRAVEL OUTLET, INC. - CRUISE TRAVEL OUTLET, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CRUISE TRAVEL OUTLET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRUISE TRAVEL OUTLET, INC. 401(K) PROFIT SHARING PLAN, CRUISE TRAVEL OUTLET, INC.

CRUISE TRAVEL OUTLET, INC.EIN 20-2325342Plan #001PY 2024

39 MAIN STREET, SUITE 202 - SALEM, NH 03079603-894-7245cruisetraveloutlet.comLinkedIn11-50 employeesleisure, travel & tourism

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+27.6% from 2023

Total participants

+40.0% from 2023

Average account balance

$288,250

-8.9% from 2023

Annual return

20.60%

+3.35 pp from 2023

Benchmarks

See 19,366 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,366 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$288K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+20.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$288,250

$100,203+187.7%

$85,240+238.2%

$145,897+97.6%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

20.60%

84.28%-63.7pp

66.75%-46.2pp

552.29%-531.7pp

Employer contribution / active EE

$4,834

$3,242+49.1%

$2,735+76.7%

$4,663+3.7%

Participant deferral / active EE

$10,906

$5,299+105.8%

$4,527+140.9%

$6,689+63.0%

Admin fee / account holder

$7,265-100.0%

$6,165-100.0%

$13,390-100.0%

CRUISE TRAVEL OUTLET, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRUISE TRAVEL OUTLET, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion