Retirement plan

PROHEALTH AND FITNESS PT OT, PLL PLAN

Name: PROHEALTH AND FITNESS PT OT, PLL - PROHEALTH AND FITNESS PT OT, PLL PLAN (2016) Form 5500
Creator: PROHEALTH AND FITNESS PT OT, PLL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROHEALTH AND FITNESS PT OT, PLL PLAN, PROHEALTH AND FITNESS PT OT, PLL

PROHEALTH AND FITNESS PT OT, PLLEIN 27-1313898Plan #001PY 2016

180 WEST END AVENUE, SUITE 1M - NEW YORK, NY 10023212-600-4781

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$224K

No prior year

Total participants

No prior year

Average account balance

$14,000

No prior year

Annual return

7.48%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$371K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

130.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$603

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

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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 codes2E2F2G2J2T3B3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$125

$4 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.056%

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

$14,000

$77,638-82.0%

$156,551-91.1%

$62,881-77.7%

Participation rate

31.0%

71.2%-40.2pp

84.0%-53.0pp

69.3%-38.3pp

Annual return

7.48%

50.33%-42.8pp

32.23%-24.7pp

20.14%-12.7pp

Employer contribution / active EE

$3,444-100.0%

$5,501-100.0%

$2,281-100.0%

Participant deferral / active EE

$1,409

$3,046-53.7%

$4,871-71.1%

$3,203-56.0%

Admin fee / account holder

$5,561-99.9%

$13,028-99.9%

$4,296-99.8%

PROHEALTH AND FITNESS PT OT, PLL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROHEALTH AND FITNESS PT OT, PLL 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