Retirement plan

SEACOAST LABORATORY DATA SYSTEMS, INC. 401(K) PLAN

Name: SEACOAST LABORATORY DATA SYSTEMS, INC. - SEACOAST LABORATORY DATA SYSTEMS, INC. 401(K) PLAN (2015) Form 5500
Creator: SEACOAST LABORATORY DATA SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEACOAST LABORATORY DATA SYSTEMS, INC. 401(K) PLAN, SEACOAST LABORATORY DATA SYSTEMS, INC.

SEACOAST LABORATORY DATA SYSTEMS, INC.EIN 02-0454547Plan #002PY 2015

195 NEW HAMPSHIRE AVE., SUITE 140 - PORTSMOUTH, NH 03801603-431-4114sldsi.comLinkedIn11-50 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$93,635

No prior year

Annual return

-1.82%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.82M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

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

+11.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6785

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 codes2J2G2J3D

Plan features

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.
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

$135

$4 / participant

Other / not subdivided$135100.0%

% of EOY assets

0.004%

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

$93,635

$72,177+29.7%

$115,038-18.6%

$59,633+57.0%

Participation rate

87.1%

72.6%+14.5pp

81.4%+5.7pp

68.7%+18.4pp

Annual return

-1.82%

12.02%-13.8pp

26.14%-28.0pp

2041.45%-2043.3pp

Employer contribution / active EE

$1,290

$2,841-54.6%

$4,608-72.0%

$2,203-41.4%

Participant deferral / active EE

$6,374

$4,783+33.3%

$6,026+5.8%

$3,192+99.7%

Admin fee / account holder

$4,927-99.9%

$8,175-100.0%

$4,297-99.9%

SEACOAST LABORATORY DATA SYSTEMS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEACOAST LABORATORY DATA SYSTEMS, INC. 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