Retirement plan

HEATHERLY DISABILITY REPRESENTATIVES, INC. 401(K) PLAN

Name: HEATHERLY DISABILITY REPRESENTATIVES, INC. - HEATHERLY DISABILITY REPRESENTATIVES, INC. 401(K) PLAN (2015) Form 5500
Creator: HEATHERLY DISABILITY REPRESENTATIVES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEATHERLY DISABILITY REPRESENTATIVES, INC. 401(K) PLAN, HEATHERLY DISABILITY REPRESENTATIVES, INC.

HEATHERLY DISABILITY REPRESENTATIVES, INC.EIN 26-2914636Plan #001PY 2015

8383 NE SANDY BLVD, SUITE 440 - PORTLAND, OR 97220503-473-8445LinkedIn1-10 employeesstaffing and recruiting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$911K

No prior year

Total participants

No prior year

Average account balance

$130,190

No prior year

Annual return

6.17%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$884K

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+28.28%

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$130,190

$168,635-22.8%

$147,617-11.8%

$125,389+3.8%

Participation rate

80.0%

88.8%-8.8pp

84.6%-4.6pp

83.2%-3.2pp

Annual return

6.17%

77.65%-71.5pp

61.98%-55.8pp

282.24%-276.1pp

Employer contribution / active EE

$1,308

$6,252-79.1%

$5,564-76.5%

$4,866-73.1%

Participant deferral / active EE

$6,873

$5,507+24.8%

$4,895+40.4%

$5,352+28.4%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

HEATHERLY DISABILITY REPRESENTATIVES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HEATHERLY DISABILITY REPRESENTATIVES, INC. 401(K) 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