Retirement plan

BOSU FITNESS LLC

Name: BOSU FITNESS LLC WECKMETHOD - BOSU FITNESS LLC (2020) Form 5500
Creator: BOSU FITNESS LLC WECKMETHOD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOSU FITNESS LLC, BOSU FITNESS LLC WECKMETHOD

BOSU FITNESS LLC WECKMETHODEIN 87-0737258Plan #001PY 2020

320 16TH ST. - SAN DIEGO, CA 92101619-222-2604bosufitness.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$883K

+15.3% from 2019

Total participants

-16.7% from 2019

Average account balance

$220,777

+72.9% from 2019

Annual return

11.23%

-24.40 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.62M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2868

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$63K

$12587 / participant

Other / not subdivided$63K100.0%

% of EOY assets

7.127%

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

$220,777

$100,911+118.8%

$90,440+144.1%

$158,966+38.9%

Participation rate

80.0%

75.0%+5.0pp

72.7%+7.3pp

82.0%-2.0pp

Annual return

11.23%

1726.62%-1715.4pp

1294.38%-1283.1pp

302.95%-291.7pp

Employer contribution / active EE

$7,855

$3,690+112.9%

$3,263+140.7%

$4,762+64.9%

Participant deferral / active EE

$10,950

$4,348+151.8%

$3,964+176.3%

$5,983+83.0%

Admin fee / account holder

$15,734

$6,507+141.8%

$5,615+180.2%

$11,250+39.9%

BOSU FITNESS LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOSU FITNESS LLC

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