Retirement plan

MAINLINE PHARMACY 401(K) PROFIT SHARING PLAN

Name: MAINLINE PHARMACY - MAINLINE PHARMACY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MAINLINE PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAINLINE PHARMACY 401(K) PROFIT SHARING PLAN, MAINLINE PHARMACY

MAINLINE PHARMACYEIN 30-0708006Plan #001PY 2018

1207 SECOND STREET - CRESSON, PA 16630814-472-9390mainlinepharmacy.comLinkedIn51-200 employeesretail

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+84.8% from 2017

Total participants

+41.7% from 2017

Average account balance

$15,516

+27.7% from 2017

Annual return

31.33%

-3.44 pp from 2017

Benchmarks

See 9,414 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,414 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$268K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141

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

1 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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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

$7K

$120 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.695%

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

$15,516

$50,958-69.6%

$74,552-79.2%

$64,181-75.8%

Participation rate

100.0%

61.1%+38.9pp

69.1%+30.9pp

69.6%+30.4pp

Annual return

31.33%

-1.86%+33.2pp

32.53%-1.2pp

7.63%+23.7pp

Employer contribution / active EE

$1,595

$1,115+43.0%

$1,961-18.7%

$2,381-33.0%

Participant deferral / active EE

$3,505

$2,301+52.3%

$3,108+12.8%

$3,470+1.0%

Admin fee / account holder

$108

$4,223-97.4%

$5,060-97.9%

$4,887-97.8%

MAINLINE PHARMACY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAINLINE PHARMACY 401(K) 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