Retirement plan

NORTHERN LIGHTS JR VOLLEYBALL 401K

Name: NORTHERN LIGHTS JR VOLLEYBALL INC. - NORTHERN LIGHTS JR VOLLEYBALL 401K (2017) Form 5500
Creator: NORTHERN LIGHTS JR VOLLEYBALL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHERN LIGHTS JR VOLLEYBALL 401K, NORTHERN LIGHTS JR VOLLEYBALL INC.

NORTHERN LIGHTS JR VOLLEYBALL INC.EIN 41-1646804Plan #001PY 2017

14050 JUDICIAL RD - BURNSVILLE, MN 553372195952-808-0110LinkedIn51-200 employeescivic & social organization

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$163K

+19.6% from 2016

Total participants

0.0% from 2016

Average account balance

$27,128

+19.6% from 2016

Annual return

-34.29%

-42.09 pp from 2016

Benchmarks

See 6,540 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,540 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$936K

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

-1.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16321

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

OpportunityLow returns
Annual investment return 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

$27,128

$165,912-83.6%

$122,342-77.8%

$147,585-81.6%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

-34.29%

34.55%-68.8pp

30.28%-64.6pp

578.57%-612.9pp

Employer contribution / active EE

$14,442

$5,754+151.0%

$4,051+256.5%

$4,876+196.2%

Participant deferral / active EE

$220

$4,005-94.5%

$3,287-93.3%

$5,439-96.0%

Admin fee / account holder

$7,424-100.0%

$5,478-100.0%

$10,885-100.0%

NORTHERN LIGHTS JR VOLLEYBALL 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTHERN LIGHTS JR VOLLEYBALL 401K

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