Retirement plan

HORISUN HOSPICE SAFE HARBOR 401(K) PLAN

Name: HORISUN HOSPICE - HORISUN HOSPICE SAFE HARBOR 401(K) PLAN (2023) Form 5500
Creator: HORISUN HOSPICE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HORISUN HOSPICE SAFE HARBOR 401(K) PLAN, HORISUN HOSPICE

HORISUN HOSPICEEIN 20-0860982Plan #001PY 2023

2200 SOUTH 40TH STREET, UNIT 101 - LINCOLN, NE 68506402-484-6444horisunhospice.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$649K

+33.7% from 2022

Total participants

+5.4% from 2022

Average account balance

$32,435

+33.7% from 2022

Annual return

15.52%

+15.52 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$820K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

55.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1752

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$4K

$104 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.580%

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

$32,435

$77,920-58.4%

$149,723-78.3%

$75,177-56.9%

Participation rate

47.2%

65.6%-18.4pp

78.8%-31.6pp

67.2%-20.0pp

Annual return

15.52%

31.72%-16.2pp

134.50%-119.0pp

160.75%-145.2pp

Employer contribution / active EE

$1,142

$3,138-63.6%

$4,821-76.3%

$2,671-57.2%

Participant deferral / active EE

$1,401

$3,411-58.9%

$5,682-75.3%

$4,126-66.0%

Admin fee / account holder

$188

$5,951-96.8%

$13,215-98.6%

$5,651-96.7%

HORISUN HOSPICE SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HORISUN HOSPICE SAFE HARBOR 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