Retirement plan

SPORTSPLEX STAMFORD 401(K) PLAN

Name: SPORTSPLEX STAMFORD - SPORTSPLEX STAMFORD 401(K) PLAN (2022) Form 5500
Creator: SPORTSPLEX STAMFORD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPORTSPLEX STAMFORD 401(K) PLAN, SPORTSPLEX STAMFORD

SPORTSPLEX STAMFORDEIN 46-5521077Plan #001PY 2022

49 BROWN HOUSE ROAD - STAMFORD, CT 06902203-358-0066sportsplex-ct.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$266K

-1.1% from 2021

Total participants

+4.3% from 2021

Average account balance

$29,548

-1.1% from 2021

Annual return

-18.74%

-20.85 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$360K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3877

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 codes2F2G2J2T3D

Plan features

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.

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

$1K

$53 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.461%

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

$29,548

$152,597-80.6%

$117,533-74.9%

$134,532-78.0%

Participation rate

34.8%

77.1%-42.3pp

70.6%-35.8pp

81.2%-46.4pp

Annual return

-18.74%

53.04%-71.8pp

29.77%-48.5pp

418.27%-437.0pp

Employer contribution / active EE

$5,576-100.0%

$4,179-100.0%

$4,741-100.0%

Participant deferral / active EE

$2,067

$4,821-57.1%

$4,072-49.3%

$6,401-67.7%

Admin fee / account holder

$136

$7,007-98.1%

$5,647-97.6%

$11,429-98.8%

SPORTSPLEX STAMFORD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPORTSPLEX STAMFORD 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