Retirement plan

WISCONSIN YOUTH SOCCER ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST

Name: WISCONSIN YOUTH SOCCER ASSOCIA - WISCONSIN YOUTH SOCCER ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: WISCONSIN YOUTH SOCCER ASSOCIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN YOUTH SOCCER ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST, WISCONSIN YOUTH SOCCER ASSOCIA

WISCONSIN YOUTH SOCCER ASSOCIAEIN 27-1147074Plan #001PY 2020

10427 W LINCOLN AVE STE 1100 - MILWAUKEE, WI 532271261414-328-9972LinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$83K

+58.1% from 2019

Total participants

-10.0% from 2019

Average account balance

$20,725

+58.1% from 2019

Annual return

19.82%

+5.99 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$89K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

16.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$956

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

+9.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20622

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

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

$20,725

$176,402-88.3%

$134,155-84.6%

$158,950-87.0%

Participation rate

44.4%

78.7%-34.3pp

72.2%-27.7pp

82.0%-37.5pp

Annual return

19.82%

63.66%-43.8pp

36.34%-16.5pp

302.91%-283.1pp

Employer contribution / active EE

$5,042-100.0%

$3,705-100.0%

$4,762-100.0%

Participant deferral / active EE

$2,229

$4,093-45.5%

$3,500-36.3%

$5,983-62.7%

Admin fee / account holder

$8,719-100.0%

$6,685-100.0%

$11,248-100.0%

WISCONSIN YOUTH SOCCER ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WISCONSIN YOUTH SOCCER ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST

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