Retirement plan

ADAMS MOTORSPORTS, INC. 401(K) PLAN

Name: ADAMS MOTORSPORTS, INC. - ADAMS MOTORSPORTS, INC. 401(K) PLAN (2021) Form 5500
Creator: ADAMS MOTORSPORTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADAMS MOTORSPORTS, INC. 401(K) PLAN, ADAMS MOTORSPORTS, INC.

ADAMS MOTORSPORTS, INC.EIN 63-1174997Plan #001PY 2021

528 N EASTERN BLVD - MONTGOMERY, AL 36117334-271-5500

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$241K

+101.4% from 2020

Total participants

+25.0% from 2020

Average account balance

$20,081

+0.7% from 2020

Annual return

18.57%

+6.05 pp from 2020

Benchmarks

See 19,956 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,956 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$392K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3795

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$119 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.694%

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

$20,081

$118,877-83.1%

$96,570-79.2%

$167,536-88.0%

Participation rate

78.6%

75.5%+3.1pp

69.8%+8.7pp

82.1%-3.5pp

Annual return

18.57%

50.50%-31.9pp

37.79%-19.2pp

478.82%-460.2pp

Employer contribution / active EE

$1,529

$3,121-51.0%

$2,357-35.2%

$4,839-68.4%

Participant deferral / active EE

$5,552

$4,617+20.2%

$3,849+44.2%

$6,342-12.5%

Admin fee / account holder

$139

$8,069-98.3%

$6,182-97.7%

$12,315-98.9%

ADAMS MOTORSPORTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADAMS MOTORSPORTS, 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