Retirement plan

SPORTS ETC. LLC 401(K) PROFIT SHARING PLAN

Name: SPORTS, ETC. LLC - SPORTS ETC. LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: SPORTS, ETC. LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPORTS ETC. LLC 401(K) PROFIT SHARING PLAN, SPORTS, ETC. LLC

SPORTS, ETC. LLCEIN 45-4481782Plan #001PY 2019

1303 MASSACHUSETTS AVENUE - ARLINGTON, MA 02476781-646-1600sportsetc.netLinkedIn11-50 employeessporting goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$129K

+154.1% from 2018

Total participants

-12.5% from 2018

Average account balance

$25,702

+154.1% from 2018

Annual return

26.57%

+26.57 pp from 2018

Benchmarks

See 7,789 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$541K

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

45.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1596

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 codes2E2F2G2J3D

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.
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.

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

$25,702

$117,426-78.1%

$99,470-74.2%

$152,885-83.2%

Participation rate

71.4%

77.5%-6.1pp

73.8%-2.4pp

82.5%-11.0pp

Annual return

26.57%

31.87%-5.3pp

30.72%-4.2pp

345.39%-318.8pp

Employer contribution / active EE

$2,779

$3,014-7.8%

$2,540+9.4%

$4,763-41.6%

Participant deferral / active EE

$6,434

$4,086+57.4%

$3,619+77.8%

$5,851+10.0%

Admin fee / account holder

$7,634-100.0%

$6,252-100.0%

$11,598-100.0%

SPORTS ETC. LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SPORTS ETC. LLC 401(K) PROFIT SHARING 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