Retirement plan

SPINAL WELLNESS INSTITUTE, INC. 401K PLAN

Name: SPINAL WELLNESS INSTITUTE, INC. - SPINAL WELLNESS INSTITUTE, INC. 401K PLAN (2016) Form 5500
Creator: SPINAL WELLNESS INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPINAL WELLNESS INSTITUTE, INC. 401K PLAN, SPINAL WELLNESS INSTITUTE, INC.

SPINAL WELLNESS INSTITUTE, INC.EIN 26-2411523Plan #002PY 2016

1445 BELLWOOD ROAD - SAN MARINO, CA 91108626-429-6666

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$203K

No prior year

Total participants

No prior year

Average account balance

$67,740

No prior year

Annual return

-1.59%

No prior year

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$992K

Not enough data

1 years with asset history on file

Average account balance

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

$331K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$720

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

+24.86%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$67,740

$105,623-35.9%

$87,502-22.6%

$273,972-75.3%

Participation rate

100.0%

78.2%+21.8pp

73.8%+26.2pp

83.0%+17.0pp

Annual return

-1.59%

12.26%-13.8pp

12.21%-13.8pp

41.46%-43.0pp

Employer contribution / active EE

$1,480

$3,141-52.9%

$2,550-42.0%

$4,869-69.6%

Participant deferral / active EE

$12,000

$3,601+233.3%

$3,149+281.1%

$5,287+127.0%

Admin fee / account holder

$4,781-100.0%

$4,221-100.0%

$10,133-100.0%

SPINAL WELLNESS INSTITUTE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SPINAL WELLNESS INSTITUTE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion