Retirement plan

CENTRAL ROCK GYM 401(K) PLAN

Name: CENTRAL ROCK GYM WATERTOWN, LLC - CENTRAL ROCK GYM 401(K) PLAN (2019) Form 5500
Creator: CENTRAL ROCK GYM WATERTOWN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL ROCK GYM 401(K) PLAN, CENTRAL ROCK GYM WATERTOWN, LLC

CENTRAL ROCK GYM WATERTOWN, LLCEIN 45-3550368Plan #001PY 2019

74 ACTON STREET - WATERTOWN, MA 02472508-635-7406LinkedIn11-50 employeesrecreational facilities and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$711K

+61.1% from 2018

Total participants

-26.8% from 2018

Average account balance

$19,220

+43.7% from 2018

Annual return

27.03%

+35.23 pp from 2018

Benchmarks

See 2,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,672 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.50M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

126

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.

49.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$704K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$495

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$109 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.631%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,220

$48,570-60.4%

$130,648-85.3%

$72,985-73.7%

Participation rate

90.2%

58.6%+31.7pp

71.7%+18.5pp

69.5%+20.8pp

Annual return

27.03%

38.63%-11.6pp

1708.96%-1681.9pp

81.00%-54.0pp

Employer contribution / active EE

$1,282

$1,334-3.9%

$4,092-68.7%

$2,440-47.4%

Participant deferral / active EE

$2,480

$2,384+4.0%

$3,603-31.2%

$3,607-31.3%

Admin fee / account holder

$121

$3,549-96.6%

$5,464-97.8%

$5,124-97.6%

CENTRAL ROCK GYM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL ROCK GYM 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