Retirement plan

WIN FITNESS, INC. 401(K) PLAN

Name: WIN FITNESS, INC - WIN FITNESS, INC. 401(K) PLAN (2019) Form 5500
Creator: WIN FITNESS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIN FITNESS, INC. 401(K) PLAN, WIN FITNESS, INC

WIN FITNESS, INCEIN 20-4440281Plan #001PY 2019

6507 BRADFORD DRIVE - WEST DES MOINES, IA 50266515-953-0004

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$339K

+22.9% from 2018

Total participants

-33.3% from 2018

Average account balance

$169,496

+84.3% from 2018

Annual return

16.56%

+26.21 pp from 2018

Benchmarks

See 18,792 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,792 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$703K

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1531

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 codes2E2J2F3D

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).
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

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

$10K

$5061 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.986%

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

$169,496

$106,918+58.5%

$84,021+101.7%

$152,897+10.9%

Participation rate

100.0%

75.2%+24.8pp

69.0%+31.0pp

82.5%+17.5pp

Annual return

16.56%

105.01%-88.4pp

71.32%-54.8pp

345.43%-328.9pp

Employer contribution / active EE

$1,657

$2,735-39.4%

$1,984-16.5%

$4,764-65.2%

Participant deferral / active EE

$10,626

$4,012+164.8%

$3,239+228.1%

$5,851+81.6%

Admin fee / account holder

$5,061

$8,288-38.9%

$6,102-17.1%

$11,599-56.4%

WIN FITNESS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WIN FITNESS, INC. 401(K) 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