Retirement plan

SPINAL WELLNESS INSTITUTE, INC. 401K PLAN

Name: SPINAL WELLNESS INSTITUTE, INC. - SPINAL WELLNESS INSTITUTE, INC. 401K PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$433K

+33.8% from 2019

Total participants

0.0% from 2019

Average account balance

$144,240

+33.8% from 2019

Annual return

21.19%

+13.16 pp from 2019

Benchmarks

See 7,938 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,938 peers

Snapshot2020

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$144,240

$121,701+18.5%

$104,639+37.8%

$158,982-9.3%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

21.19%

465.72%-444.5pp

340.67%-319.5pp

302.99%-281.8pp

Employer contribution / active EE

$840

$3,165-73.5%

$2,682-68.7%

$4,763-82.4%

Participant deferral / active EE

$19,500

$4,176+367.0%

$3,738+421.7%

$5,983+225.9%

Admin fee / account holder

$7,778-100.0%

$6,465-100.0%

$11,252-100.0%

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