Retirement plan

CLAYPOOL HILL PHARMACY 401K PLAN

Name: CLAYPOOL HILL PHARMACY - CLAYPOOL HILL PHARMACY 401K PLAN (2021) Form 5500
Creator: CLAYPOOL HILL PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLAYPOOL HILL PHARMACY 401K PLAN, CLAYPOOL HILL PHARMACY

CLAYPOOL HILL PHARMACYEIN 20-1840653Plan #001PY 2021

12252 GOVERNOR GEORGE C PEERY HWY - POUNDING MILL, VA 24637276-963-3502LinkedIn1-10 employeescosmetics

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$859K

+34.2% from 2020

Total participants

0.0% from 2020

Average account balance

$78,100

+9.8% from 2020

Annual return

16.50%

-3.36 pp from 2020

Benchmarks

See 19,954 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,954 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.85%

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 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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$147 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.154%

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

$78,100

$118,875-34.3%

$96,572-19.1%

$167,553-53.4%

Participation rate

100.0%

75.5%+24.5pp

69.8%+30.2pp

82.1%+17.9pp

Annual return

16.50%

50.50%-34.0pp

37.79%-21.3pp

478.89%-462.4pp

Employer contribution / active EE

$8,311

$3,121+166.3%

$2,357+252.6%

$4,840+71.7%

Participant deferral / active EE

$4,310

$4,617-6.7%

$3,850+12.0%

$6,343-32.1%

Admin fee / account holder

$120

$8,070-98.5%

$6,183-98.1%

$12,316-99.0%

CLAYPOOL HILL PHARMACY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLAYPOOL HILL PHARMACY 401K 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