Retirement plan

CLUB GETAWAY OPERATINGCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN

Name: CLUB GETAWAY OPERATINGCO, LLC D/B/A CLUB GETAWAY - CLUB GETAWAY OPERATINGCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN (2019) Form 5500
Creator: CLUB GETAWAY OPERATINGCO, LLC D/B/A CLUB GETAWAY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLUB GETAWAY OPERATINGCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN, CLUB GETAWAY OPERATINGCO, LLC D/B/A CLUB GETAWAY

CLUB GETAWAY OPERATINGCO, LLC D/B/A CLUB GETAWAYEIN 45-4740799Plan #001PY 2019

59 S. KENT ROAD - KENT, CT 06757917-836-1659

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$453K

+51.7% from 2018

Total participants

-38.1% from 2018

Average account balance

$37,713

+39.1% from 2018

Annual return

23.54%

+21.50 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3517

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$335 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.815%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,713

$202,342-81.4%

$172,753-78.2%

$152,909-75.3%

Participation rate

90.9%

87.1%+3.9pp

82.6%+8.3pp

82.5%+8.5pp

Annual return

23.54%

1029.88%-1006.3pp

803.00%-779.5pp

345.46%-321.9pp

Employer contribution / active EE

$2,625

$5,857-55.2%

$5,144-49.0%

$4,764-44.9%

Participant deferral / active EE

$5,012

$5,948-15.7%

$5,198-3.6%

$5,851-14.3%

Admin fee / account holder

$307

$17,112-98.2%

$13,956-97.8%

$11,601-97.4%

CLUB GETAWAY OPERATINGCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLUB GETAWAY OPERATINGCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS 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