Retirement plan

ADIO PHARMACY 401K PLAN

Name: ADIO PHARMACY DISTRIBUTION SERVICES PLLC - ADIO PHARMACY 401K PLAN (2016) Form 5500
Creator: ADIO PHARMACY DISTRIBUTION SERVICES PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADIO PHARMACY 401K PLAN, ADIO PHARMACY DISTRIBUTION SERVICES PLLC

ADIO PHARMACY DISTRIBUTION SERVICES PLLCEIN 38-3647287Plan #001PY 2016

150 RALEIGH SRIVE - ELIZABETHTOWN, KY 42701270-234-8111

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$150K

+11.8% from 2015

Total participants

-8.7% from 2015

Average account balance

$3,743

+22.9% from 2015

Annual return

1.34%

+6.43 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$196K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$843

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

+44.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2252

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 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

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

$9K

$676 / participant

Other / not subdivided$9K100.0%

% of EOY assets

5.872%

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

$3,743

$93,346-96.0%

$71,796-94.8%

$273,972-98.6%

Participation rate

84.6%

76.5%+8.1pp

69.1%+15.5pp

83.0%+1.6pp

Annual return

1.34%

130.39%-129.0pp

78.04%-76.7pp

41.46%-40.1pp

Employer contribution / active EE

$2,733-100.0%

$1,924-100.0%

$4,869-100.0%

Participant deferral / active EE

$1,360

$3,475-60.9%

$2,794-51.3%

$5,287-74.3%

Admin fee / account holder

$220

$6,571-96.7%

$4,815-95.4%

$10,133-97.8%

ADIO PHARMACY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADIO PHARMACY 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