Retirement plan

CHEER ATHLETICS BRANDS LLC 401(K) PLAN

Name: CHEER ATHLETICS BRANDS LLC - CHEER ATHLETICS BRANDS LLC 401(K) PLAN (2020) Form 5500
Creator: CHEER ATHLETICS BRANDS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHEER ATHLETICS BRANDS LLC 401(K) PLAN, CHEER ATHLETICS BRANDS LLC

CHEER ATHLETICS BRANDS LLCEIN 46-3969007Plan #001PY 2020

1300 E PLANO PKWY, STE C - PLANO, TX 75074801-232-1564

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$770K

+46.8% from 2019

Total participants

106

-22.6% from 2019

Average account balance

$15,102

+49.7% from 2019

Annual return

21.91%

-4.32 pp from 2019

Benchmarks

See 3,927 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,927 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

29.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3871

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$62 / participant

Investment mgmt$4K81.2%
Contract admin$91518.8%

% of EOY assets

0.632%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PRICE KUBECKA, PLLC
Auditor EIN: 752783674
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,102

$49,255-69.3%

$70,494-78.6%

$79,856-81.1%

Participation rate

30.4%

69.2%-38.8pp

75.1%-44.7pp

69.6%-39.3pp

Annual return

21.91%

30.10%-8.2pp

109.16%-87.2pp

31.71%-9.8pp

Employer contribution / active EE

$839

$2,100-60.1%

$2,738-69.4%

$2,471-66.1%

Participant deferral / active EE

$1,037

$2,768-62.5%

$3,711-72.0%

$3,741-72.3%

Admin fee / account holder

$95

$2,879-96.7%

$3,848-97.5%

$5,306-98.2%

CHEER ATHLETICS BRANDS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHEER ATHLETICS BRANDS LLC 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