Retirement plan

ATP POOLS AND SPAS, LLC 401(K) PLAN

Name: ATP POOLS AND SPAS, LLC - ATP POOLS AND SPAS, LLC 401(K) PLAN (2017) Form 5500
Creator: ATP POOLS AND SPAS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATP POOLS AND SPAS, LLC 401(K) PLAN, ATP POOLS AND SPAS, LLC

ATP POOLS AND SPAS, LLCEIN 90-0335393Plan #001PY 2017

5420 NEW JESUP HWY - BRUNSWICK, GA 31523912-223-0139atppools.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$227K

+219.8% from 2016

Total participants

+40.0% from 2016

Average account balance

$56,836

+59.9% from 2016

Annual return

37.02%

+36.06 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

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

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$649

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

$620

$89 / participant

Other / not subdivided$620100.0%

% of EOY assets

0.273%

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

$56,836

$106,003-46.4%

$92,236-38.4%

$147,585-61.5%

Participation rate

57.1%

80.4%-23.3pp

76.5%-19.3pp

82.8%-25.7pp

Annual return

37.02%

50.05%-13.0pp

176.29%-139.3pp

578.57%-541.6pp

Employer contribution / active EE

$13,420

$4,333+209.7%

$3,679+264.7%

$4,876+175.2%

Participant deferral / active EE

$5,143

$4,478+14.8%

$3,897+32.0%

$5,439-5.4%

Admin fee / account holder

$155

$6,333-97.6%

$5,194-97.0%

$10,885-98.6%

ATP POOLS AND SPAS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATP POOLS AND SPAS, LLC 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