Retirement plan

DIAMOND BLUE POOL & SPA, LLC 401K PLAN

Name: DIAMOND BLUE POOL & SPA, LLC - DIAMOND BLUE POOL & SPA, LLC 401K PLAN (2022) Form 5500
Creator: DIAMOND BLUE POOL & SPA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAMOND BLUE POOL & SPA, LLC 401K PLAN, DIAMOND BLUE POOL & SPA, LLC

DIAMOND BLUE POOL & SPA, LLCEIN 84-1345680Plan #001PY 2022

PO BOX 2666 - CRESTED BUTTE, CO 81224970-209-4939crestedbuttehottubs.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$229K

No prior year

Total participants

No prior year

Average account balance

$76,489

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,018 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,018 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$773K

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

44.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3111

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

Expense breakdown

Schedule H Part II

Admin total

$339

$57 / participant

Other / not subdivided$339100.0%

% of EOY assets

0.148%

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

$76,489

$106,549-28.2%

$91,225-16.2%

$134,509-43.1%

Participation rate

50.0%

76.8%-26.8pp

73.2%-23.2pp

81.2%-31.2pp

Annual return

0.00%

160.73%-160.7pp

114.10%-114.1pp

418.13%-418.1pp

Employer contribution / active EE

$574

$3,331-82.8%

$2,851-79.9%

$4,741-87.9%

Participant deferral / active EE

$8,304

$4,719+76.0%

$4,234+96.1%

$6,400+29.7%

Admin fee / account holder

$113

$6,234-98.2%

$5,422-97.9%

$11,427-99.0%

DIAMOND BLUE POOL & SPA, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIAMOND BLUE POOL & SPA, LLC 401K 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