Retirement plan

NCVA 401(K) SAVINGS PLAN

Name: NORTHERN CALIFORNIA VOLLEYBALL ASSOCIATION - NCVA 401(K) SAVINGS PLAN (2016) Form 5500
Creator: NORTHERN CALIFORNIA VOLLEYBALL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NCVA 401(K) SAVINGS PLAN, NORTHERN CALIFORNIA VOLLEYBALL ASSOCIATION

NORTHERN CALIFORNIA VOLLEYBALL ASSOCIATIONdba NORTHERN CALIFORNIA VOLLEYBALL ASSOCIATIONEIN 77-0138713Plan #001PY 2016

72 DORMAN AVE - SAN FRANCISCO, CA 941241807415-550-7582ncva.comLinkedIn1-10 employeessports

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$173K

+56.6% from 2015

Total participants

0.0% from 2015

Average account balance

$19,276

+39.2% from 2015

Annual return

7.93%

+7.06 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$275

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

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

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

$19,276

$153,311-87.4%

$109,313-82.4%

$273,972-93.0%

Participation rate

100.0%

80.1%+19.9pp

71.3%+28.7pp

83.0%+17.0pp

Annual return

7.93%

29.86%-21.9pp

22.07%-14.1pp

41.46%-33.5pp

Employer contribution / active EE

$3,582

$5,619-36.3%

$3,892-8.0%

$4,869-26.4%

Participant deferral / active EE

$3,161

$3,932-19.6%

$3,166-0.2%

$5,287-40.2%

Admin fee / account holder

$8,076-100.0%

$5,666-100.0%

$10,133-100.0%

NCVA 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NCVA 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion