Retirement plan

AWAKENING CHIROPRACTIC PLLC 401K AND PROFIT SHARING PLAN

Name: AWAKENING CHIROPRACTIC PLLC - AWAKENING CHIROPRACTIC PLLC 401K AND PROFIT SHARING PLAN (2017) Form 5500
Creator: AWAKENING CHIROPRACTIC PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AWAKENING CHIROPRACTIC PLLC 401K AND PROFIT SHARING PLAN, AWAKENING CHIROPRACTIC PLLC

AWAKENING CHIROPRACTIC PLLCEIN 27-1023494Plan #001PY 2017

7A GRANGE RD - TILTON, NH 032765809awakeningchiropractic.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$152K

+219.0% from 2016

Total participants

0.0% from 2016

Average account balance

$21,720

+219.0% from 2016

Annual return

19.41%

+19.41 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$922K

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

44.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5346

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 codes2E2J

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.

Opportunity flags

1 tripped

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

$2K

$420 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.381%

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

$21,720

$198,457-89.1%

$170,435-87.3%

$147,586-85.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

19.41%

257.30%-237.9pp

205.94%-186.5pp

578.59%-559.2pp

Employer contribution / active EE

$11,426

$6,183+84.8%

$5,432+110.3%

$4,876+134.3%

Participant deferral / active EE

$7,918

$5,629+40.6%

$4,939+60.3%

$5,439+45.6%

Admin fee / account holder

$300

$16,852-98.2%

$13,881-97.8%

$10,886-97.2%

AWAKENING CHIROPRACTIC PLLC 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AWAKENING CHIROPRACTIC PLLC 401K AND PROFIT SHARING 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