Retirement plan

MAHONEY GOLF SHOP SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: MAHONEY GOLF SHOP - MAHONEY GOLF SHOP SAFE HARBOR 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: MAHONEY GOLF SHOP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAHONEY GOLF SHOP SAFE HARBOR 401(K) PROFIT SHARING PLAN, MAHONEY GOLF SHOP

MAHONEY GOLF SHOPEIN 47-2663018Plan #001PY 2019

7900 ADAMS STREET - LINCOLN, NE 68507402-441-8969LinkedIn1-10 employeeshigher education

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$221K

+48.7% from 2018

Total participants

-25.0% from 2018

Average account balance

$73,691

+98.3% from 2018

Annual return

26.93%

+33.71 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$584K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$980

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 codes2E2G2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

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

$11K

$3583 / participant

Other / not subdivided$11K100.0%

% of EOY assets

4.862%

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

$73,691

$103,008-28.5%

$90,304-18.4%

$152,897-51.8%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

26.93%

95.22%-68.3pp

78.13%-51.2pp

345.43%-318.5pp

Employer contribution / active EE

$1,314

$3,139-58.1%

$2,855-54.0%

$4,764-72.4%

Participant deferral / active EE

$13,054

$4,281+204.9%

$3,885+236.0%

$5,851+123.1%

Admin fee / account holder

$3,583

$6,175-42.0%

$5,354-33.1%

$11,599-69.1%

MAHONEY GOLF SHOP SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAHONEY GOLF SHOP SAFE HARBOR 401(K) PROFIT SHARING 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