Retirement plan

THOMPSON GOLF SELF-EMPLOYED 401(K) PLAN

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

THOMPSON GOLF INCEIN 45-3598414Plan #001PY 2019

2687 MONTAUK RD - HOOVER, AL 35226205-283-0871winwinleadership.comLinkedIn1-10 employeesmanagement consulting

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$166K

No prior year

Total participants

No prior year

Average account balance

$165,567

No prior year

Annual return

9.31%

No prior year

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$251K

Not enough data

1 years with asset history on file

Average account balance

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

$251K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

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 codes2J

Plan features

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.

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

$165,567

$103,000+60.7%

$90,300+83.4%

$152,885+8.3%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

9.31%

95.19%-85.9pp

78.11%-68.8pp

345.39%-336.1pp

Employer contribution / active EE

$16,892

$3,138+438.2%

$2,854+491.8%

$4,763+254.6%

Participant deferral / active EE

$18,500

$4,281+332.2%

$3,884+376.3%

$5,851+216.2%

Admin fee / account holder

$6,173-100.0%

$5,353-100.0%

$11,598-100.0%

THOMPSON GOLF SELF-EMPLOYED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THOMPSON GOLF SELF-EMPLOYED 401(K) 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