Retirement plan

STAYFIT PHYSICAL THERAPY LLC 401(K) PLAN

Name: STAYFIT PHYSICAL THERAPY LLC - STAYFIT PHYSICAL THERAPY LLC 401(K) PLAN (2024) Form 5500
Creator: STAYFIT PHYSICAL THERAPY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAYFIT PHYSICAL THERAPY LLC 401(K) PLAN, STAYFIT PHYSICAL THERAPY LLC

STAYFIT PHYSICAL THERAPY LLCEIN 26-0536424Plan #002PY 2024

95199 HOAHELE PLACE - MILILANI, HI 967895544808-381-1529stayfitphysicaltherapy.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$133K

+7.8% from 2023

Total participants

-5.9% from 2023

Average account balance

$9,535

-7.6% from 2023

Annual return

14.32%

-18.02 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-93.71%

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$66K

$4117 / participant

Other / not subdivided$66K100.0%

% of EOY assets

49.349%

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

$9,535

$111,785-91.5%

$93,669-89.8%

$145,877-93.5%

Participation rate

87.5%

74.2%+13.3pp

68.7%+18.8pp

80.3%+7.2pp

Annual return

14.32%

203.79%-189.5pp

133.59%-119.3pp

551.28%-537.0pp

Employer contribution / active EE

$2,096

$3,096-32.3%

$2,424-13.5%

$4,663-55.1%

Participant deferral / active EE

$1,280

$4,919-74.0%

$4,416-71.0%

$6,691-80.9%

Admin fee / account holder

$4,705

$10,256-54.1%

$8,291-43.3%

$13,402-64.9%

STAYFIT PHYSICAL THERAPY LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAYFIT PHYSICAL THERAPY LLC 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