Retirement plan

TAX DEFERRED ANNUITY PLAN OF DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC.

Name: DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC. - TAX DEFERRED ANNUITY PLAN OF DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC. (2019) Form 5500
Creator: DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC., DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC.

DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC.EIN 13-3530656Plan #001PY 2019

1441 BROADWAY FL 6 # 6135 - NEW YORK, NY 100181905212-532-6740disabledandalone.orgLinkedIn1-10 employeesindividual & family services

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$204K

+51.6% from 2018

Total participants

0.0% from 2018

Average account balance

$67,840

+51.6% from 2018

Annual return

29.69%

+54.11 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$579K

Not enough data

1 years with asset history on file

Average account balance

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

$290K

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

$46K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$67,840

$202,342-66.5%

$172,753-60.7%

$152,909-55.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

29.69%

1029.88%-1000.2pp

803.00%-773.3pp

345.46%-315.8pp

Employer contribution / active EE

$5,857-100.0%

$5,144-100.0%

$4,764-100.0%

Participant deferral / active EE

$14,711

$5,948+147.3%

$5,198+183.0%

$5,851+151.4%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

TAX DEFERRED ANNUITY PLAN OF DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF DISABLED AND ALONE/LIFE SERVICES FOR THE HANDICAPPED, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion