Retirement plan

BARTLETT'S HEARING AID CENTER 401K PLAN

Name: BARTLETTS HEARING AID CENTER - BARTLETT'S HEARING AID CENTER 401K PLAN (2019) Form 5500
Creator: BARTLETTS HEARING AID CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARTLETT'S HEARING AID CENTER 401K PLAN, BARTLETTS HEARING AID CENTER

BARTLETTS HEARING AID CENTEREIN 35-2376602Plan #001PY 2019

2201 PILLSBURY RD # 194 - CHICO, CA 95926530-514-5639

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$53K

+298.5% from 2018

Total participants

+18.2% from 2018

Average account balance

$5,270

+139.1% from 2018

Annual return

40.70%

+173.02 pp from 2018

Benchmarks

See 18,790 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,790 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$120K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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 codes2E2J2F2G3D2T

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.
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

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

$380

$35 / participant

Other / not subdivided$380100.0%

% of EOY assets

0.721%

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

$5,270

$106,923-95.1%

$84,023-93.7%

$152,909-96.6%

Participation rate

72.7%

75.3%-2.5pp

69.0%+3.7pp

82.5%-9.7pp

Annual return

40.70%

105.02%-64.3pp

71.32%-30.6pp

345.46%-304.8pp

Employer contribution / active EE

$1,572

$2,735-42.5%

$1,984-20.8%

$4,764-67.0%

Participant deferral / active EE

$1,528

$4,013-61.9%

$3,239-52.8%

$5,851-73.9%

Admin fee / account holder

$38

$8,289-99.5%

$6,102-99.4%

$11,601-99.7%

BARTLETT'S HEARING AID CENTER 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARTLETT'S HEARING AID CENTER 401K 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