Retirement plan

NORTH STAR MANUAL THERAPY 401(K) PROFIT SHARING PLAN

Name: NORTH STAR MANUAL THERAPY, INC. - NORTH STAR MANUAL THERAPY 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: NORTH STAR MANUAL THERAPY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH STAR MANUAL THERAPY 401(K) PROFIT SHARING PLAN, NORTH STAR MANUAL THERAPY, INC.

NORTH STAR MANUAL THERAPY, INC.EIN 41-2126635Plan #001PY 2016

P.O. BOX 170 - GEORGETOWN, TX 78627512-868-5488northstarmanualtherapy.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$492K

+18.9% from 2015

Total participants

+25.0% from 2015

Average account balance

$123,019

+18.9% from 2015

Annual return

9.45%

+10.35 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$501K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+20.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G3D2J

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$723

$145 / participant

Other / not subdivided$723100.0%

% of EOY assets

0.147%

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

$123,019

$181,896-32.4%

$156,551-21.4%

$273,972-55.1%

Participation rate

80.0%

88.4%-8.4pp

84.0%-4.0pp

83.0%-3.0pp

Annual return

9.45%

30.74%-21.3pp

32.23%-22.8pp

41.46%-32.0pp

Employer contribution / active EE

$288

$6,248-95.4%

$5,501-94.8%

$4,869-94.1%

Participant deferral / active EE

$7,651

$5,550+37.9%

$4,871+57.1%

$5,287+44.7%

Admin fee / account holder

$181

$15,560-98.8%

$13,028-98.6%

$10,133-98.2%

NORTH STAR MANUAL THERAPY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH STAR MANUAL THERAPY 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