Retirement plan

JUMPSTARTMD, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: JUMPSTARTMD, INC. - JUMPSTARTMD, INC. 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: JUMPSTARTMD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUMPSTARTMD, INC. 401(K) PROFIT SHARING PLAN & TRUST, JUMPSTARTMD, INC.

JUMPSTARTMD, INC.EIN 45-2779601Plan #001PY 2015

595 PRICE AVENUE, 2ND FLOOR - REDWOOD CITY, CA 94064650-701-1460jumpstartmd.comLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

162

No prior year

Average account balance

$20,013

No prior year

Annual return

-0.88%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.33M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

118

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.

54.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$535K

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

+17.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52

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

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$2,283
VALLEY PENSION SERVICES, INC.1+ years Service code 13 1200 SCENIC DRIVE #101 · MODESTO, CA 95350	Contract Administrator	$993
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$588

Plan features & details

Pension benefit codes2A2E2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

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

$2K

$23 / participant

Contract admin$2K100.0%

% of EOY assets

0.105%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: JOHNSON & KURN LLP
Auditor EIN: 943345534
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,013

$46,360-56.8%

$147,617-86.4%

$52,331-61.8%

Participation rate

48.0%

64.9%-16.9pp

84.6%-36.6pp

68.1%-20.1pp

Annual return

-0.88%

1.62%-2.5pp

61.98%-62.9pp

4.54%-5.4pp

Employer contribution / active EE

$1,398

$2,126-34.3%

$5,564-74.9%

$1,882-25.7%

Participant deferral / active EE

$3,429

$2,258+51.9%

$4,895-30.0%

$3,022+13.5%

Admin fee / account holder

$21

$766-97.2%

$11,612-99.8%

$592-96.4%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: ADVISED ASSET GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$2,283

VALLEY PENSION SERVICES, INC.1+ years

Service code 13

1200 SCENIC DRIVE #101 · MODESTO, CA 95350

Contract Administrator

$993

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$588

JUMPSTARTMD, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUMPSTARTMD, INC. 401(K) PROFIT SHARING PLAN & TRUST

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