Retirement plan

USD 401(K) PLAN

Name: UNITED SLEEP DIAGNOSTICS, INC - USD 401(K) PLAN (2018) Form 5500
Creator: UNITED SLEEP DIAGNOSTICS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, USD 401(K) PLAN, UNITED SLEEP DIAGNOSTICS, INC

UNITED SLEEP DIAGNOSTICS, INCEIN 20-5208718Plan #001PY 2018

50 ROSE PL - GARDEN CITY PARK, NY 110405312516-734-0427unitedsleepd.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$361K

+14.9% from 2017

Total participants

+28.6% from 2017

Average account balance

$21,226

-5.4% from 2017

Annual return

-4.26%

-16.08 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

329

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$574K

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

-17.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116

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

1 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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$180

$10 / participant

Other / not subdivided$180100.0%

% of EOY assets

0.050%

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

$21,226

$180,459-88.2%

$154,108-86.2%

$135,380-84.3%

Participation rate

94.4%

87.4%+7.0pp

83.0%+11.4pp

82.6%+11.8pp

Annual return

-4.26%

888.21%-892.5pp

735.21%-739.5pp

519.81%-524.1pp

Employer contribution / active EE

$6,035-100.0%

$5,298-100.0%

$4,779-100.0%

Participant deferral / active EE

$3,340

$5,806-42.5%

$5,081-34.3%

$5,609-40.5%

Admin fee / account holder

$11

$16,145-99.9%

$13,411-99.9%

$10,828-99.9%

USD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

USD 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