Retirement plan

DEPARTMENT OF LABOR FITNESS 401 (K) PLAN

Name: DEPARTMENT OF LABOR FITNESS ASSOCIATION, INC. - DEPARTMENT OF LABOR FITNESS 401 (K) PLAN (2017) Form 5500
Creator: DEPARTMENT OF LABOR FITNESS ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEPARTMENT OF LABOR FITNESS 401 (K) PLAN, DEPARTMENT OF LABOR FITNESS ASSOCIATION, INC.

DEPARTMENT OF LABOR FITNESS ASSOCIATION, INC.EIN 52-1568668Plan #001PY 2017

200 CONSTITUTION AVE., NW - WASHINGTON, DC 202100001202-693-6699dolfa.orgLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$95K

+28.8% from 2016

Total participants

0.0% from 2016

Average account balance

$19,051

+28.8% from 2016

Annual return

16.61%

+9.03 pp from 2016

Benchmarks

See 50 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Cohort50 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+26.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J

Plan features

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

Other / not subdivided$2K100.0%

% of EOY assets

1.575%

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

$19,051

$201,779-90.6%

$122,354-84.4%

Participation rate

0.0%

56.6%-56.6pp

71.6%-71.6pp

Annual return

16.61%

8.40%+8.2pp

30.28%-13.7pp

Employer contribution / active EE

$824-100.0%

$4,051-100.0%

Participant deferral / active EE

$2,052-100.0%

$3,287-100.0%

Admin fee / account holder

$300

$7,177-95.8%

$5,479-94.5%

DEPARTMENT OF LABOR FITNESS 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEPARTMENT OF LABOR FITNESS 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