Retirement plan

ONE MARTIAL ARTS RETIREMENT PLAN

Name: ONE HEALTH & FITNESS DBA ONE MARTIAL ARTS - ONE MARTIAL ARTS RETIREMENT PLAN (2020) Form 5500
Creator: ONE HEALTH & FITNESS DBA ONE MARTIAL ARTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONE MARTIAL ARTS RETIREMENT PLAN, ONE HEALTH & FITNESS DBA ONE MARTIAL ARTS

ONE HEALTH & FITNESS DBA ONE MARTIAL ARTSEIN 94-3390875Plan #001PY 2020

850 TARAVAL STREET - SAN FRANCISCO, CA 94116415-731-9988onemartialarts.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+24.6% from 2019

Total participants

+42.9% from 2019

Average account balance

$76,986

+2.6% from 2019

Annual return

20.58%

-7.31 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.27M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+5.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36

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 codes3D2E2F2G2R3B2J

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$349

$32 / participant

Other / not subdivided$349100.0%

% of EOY assets

0.027%

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

$76,986

$176,402-56.4%

$134,162-42.6%

$158,982-51.6%

Participation rate

72.7%

78.7%-6.0pp

72.2%+0.5pp

82.0%-9.2pp

Annual return

20.58%

63.66%-43.1pp

36.35%-15.8pp

302.99%-282.4pp

Employer contribution / active EE

$2,131

$5,042-57.7%

$3,705-42.5%

$4,763-55.3%

Participant deferral / active EE

$1,707

$4,093-58.3%

$3,500-51.2%

$5,983-71.5%

Admin fee / account holder

$21

$8,719-99.8%

$6,685-99.7%

$11,252-99.8%

ONE MARTIAL ARTS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONE MARTIAL ARTS RETIREMENT 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