Retirement plan

DEPARTMENT OF LABOR FITNESS 401 (K) PLAN

Name: DEPARTMENT OF LABOR FITNESS ASSOCIATION, INC. - DEPARTMENT OF LABOR FITNESS 401 (K) PLAN (2019) 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 2019

S007, 200 CONSTITUTION AVE., NW - WASHINGTON, DC 202100001202-693-6699dolfa.orgLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$121K

+19.5% from 2018

Total participants

+66.7% from 2018

Average account balance

$121,011

No prior year

Annual return

15.36%

+19.96 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16K

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

-1.28%

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

2 tripped

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

$20

$20 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.017%

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

$121,011

$176,688-31.5%

$130,660-7.4%

$152,897-20.9%

Participation rate

0.0%

79.0%-79.0pp

71.7%-71.7pp

82.5%-82.5pp

Annual return

15.36%

2693.08%-2677.7pp

1709.29%-1693.9pp

345.43%-330.1pp

Employer contribution / active EE

$1,800

$5,743-68.7%

$4,092-56.0%

$4,764-62.2%

Participant deferral / active EE

$2,400

$4,362-45.0%

$3,603-33.4%

$5,851-59.0%

Admin fee / account holder

$20

$7,131-99.7%

$5,463-99.6%

$11,599-99.8%

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