Retirement plan

SERVE INC. 401(K) PLAN

Name: SECURE REHABILITATION AND VOCATIONAL ENTERPRISES INC. - SERVE INC. 401(K) PLAN (2016) Form 5500
Creator: SECURE REHABILITATION AND VOCATIONAL ENTERPRISES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERVE INC. 401(K) PLAN, SECURE REHABILITATION AND VOCATIONAL ENTERPRISES INC.

SECURE REHABILITATION AND VOCATIONAL ENTERPRISES INC.EIN 23-2119876Plan #002PY 2016

22 CHIOLA LANE, P.O. BOX 93 - MONROETON, PA 188320093570-265-3119serveincpa.orgLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$139K

+124.8% from 2015

Total participants

+12.0% from 2015

Average account balance

$4,971

+100.7% from 2015

Annual return

7.32%

+7.32 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$792K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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

$92K

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

+9.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4809

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

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

$5K

$163 / participant

Other / not subdivided$5K100.0%

% of EOY assets

3.286%

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

$4,971

$77,638-93.6%

$156,551-96.8%

$62,881-92.1%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

7.32%

50.33%-43.0pp

32.23%-24.9pp

20.14%-12.8pp

Employer contribution / active EE

$1,300

$3,444-62.2%

$5,501-76.4%

$2,281-43.0%

Participant deferral / active EE

$1,407

$3,046-53.8%

$4,871-71.1%

$3,203-56.1%

Admin fee / account holder

$163

$5,561-97.1%

$13,028-98.7%

$4,296-96.2%

SERVE INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERVE 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