Retirement plan

U.S. GOLD GYMNASTICS ACADEMY, INC. 401(K) PLAN

Name: U.S. GOLD GYMNASTICS ACADEMY, INC. - U.S. GOLD GYMNASTICS ACADEMY, INC. 401(K) PLAN (2019) Form 5500
Creator: U.S. GOLD GYMNASTICS ACADEMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.S. GOLD GYMNASTICS ACADEMY, INC. 401(K) PLAN, U.S. GOLD GYMNASTICS ACADEMY, INC.

U.S. GOLD GYMNASTICS ACADEMY, INC.EIN 59-3422696Plan #001PY 2019

12432 EMERALD COAST PARKWAY - MIRAMAR BEACH, FL 32550850-654-3124LinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$145K

+79.4% from 2018

Total participants

+26.7% from 2018

Average account balance

$7,635

+41.6% from 2018

Annual return

18.31%

+32.83 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

$689K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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

$120K

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

+12.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2457

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$2K

$177 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.586%

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

$7,635

$176,688-95.7%

$130,660-94.2%

$152,897-95.0%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

18.31%

2693.08%-2674.8pp

1709.29%-1691.0pp

345.43%-327.1pp

Employer contribution / active EE

$1,321

$5,743-77.0%

$4,092-67.7%

$4,764-72.3%

Participant deferral / active EE

$2,585

$4,362-40.7%

$3,603-28.3%

$5,851-55.8%

Admin fee / account holder

$121

$7,131-98.3%

$5,463-97.8%

$11,599-99.0%

U.S. GOLD GYMNASTICS ACADEMY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.S. GOLD GYMNASTICS ACADEMY, INC. 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