Retirement plan

HENNIKER PHARMACY 401(K) PLAN

Name: SARAH CHAPIN RX, LLC D/B/A HENNIKER PHARMACY - HENNIKER PHARMACY 401(K) PLAN (2018) Form 5500
Creator: SARAH CHAPIN RX, LLC D/B/A HENNIKER PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENNIKER PHARMACY 401(K) PLAN, SARAH CHAPIN RX, LLC D/B/A HENNIKER PHARMACY

SARAH CHAPIN RX, LLC D/B/A HENNIKER PHARMACYEIN 26-2290188Plan #002PY 2018

4 BRIDGE STREET, P.O. BOX 718 - HENNIKER, NH 03242603-428-3456

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$218K

-5.3% from 2017

Total participants

+33.3% from 2017

Average account balance

$19,797

-22.6% from 2017

Annual return

-8.34%

-27.59 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$443K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$813

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$480

$80 / participant

Other / not subdivided$480100.0%

% of EOY assets

0.220%

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

$19,797

$95,979-79.4%

$74,551-73.4%

$135,380-85.4%

Participation rate

83.3%

75.7%+7.7pp

69.1%+14.2pp

82.6%+0.7pp

Annual return

-8.34%

56.97%-65.3pp

32.53%-40.9pp

519.81%-528.1pp

Employer contribution / active EE

$262

$2,716-90.4%

$1,961-86.7%

$4,779-94.5%

Participant deferral / active EE

$886

$3,844-76.9%

$3,108-71.5%

$5,609-84.2%

Admin fee / account holder

$44

$6,522-99.3%

$5,059-99.1%

$10,828-99.6%

HENNIKER PHARMACY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENNIKER PHARMACY 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