Retirement plan

SHIR MARTIAL ARTS LLC RETIREMENT PLAN

Name: SHIR MARTIAL ARTS LLC - SHIR MARTIAL ARTS LLC RETIREMENT PLAN (2021) Form 5500
Creator: SHIR MARTIAL ARTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHIR MARTIAL ARTS LLC RETIREMENT PLAN, SHIR MARTIAL ARTS LLC

SHIR MARTIAL ARTS LLCEIN 46-1159701Plan #002PY 2021

4480 TASSAJARA RD., SUITE A - DUBLIN, CA 94568925-875-1604shirmartialarts.comLinkedIn1-10 employeesrecreational facilities and services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$112K

+30.1% from 2020

Total participants

0.0% from 2020

Average account balance

$37,492

+30.1% from 2020

Annual return

15.93%

-8.80 pp from 2020

Benchmarks

See 6,471 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,471 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$511K

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1221

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 codes2E2G2J3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$843

$281 / participant

Other / not subdivided$843100.0%

% of EOY assets

0.749%

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

$37,492

$84,708-55.7%

$75,714-50.5%

$167,536-77.6%

Participation rate

100.0%

77.8%+22.2pp

74.8%+25.2pp

82.1%+17.9pp

Annual return

15.93%

199.62%-183.7pp

104.62%-88.7pp

478.82%-462.9pp

Employer contribution / active EE

$830

$3,231-74.3%

$2,744-69.7%

$4,839-82.8%

Participant deferral / active EE

$3,250

$4,577-29.0%

$3,820-14.9%

$6,342-48.8%

Admin fee / account holder

$281

$5,358-94.8%

$3,619-92.2%

$12,315-97.7%

SHIR MARTIAL ARTS LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHIR MARTIAL ARTS LLC RETIREMENT 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