Retirement plan

MOE MEDICAL CORPORATION 401(K) PLAN

Name: MOE MEDICAL CORPORATION - MOE MEDICAL CORPORATION 401(K) PLAN (2019) Form 5500
Creator: MOE MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOE MEDICAL CORPORATION 401(K) PLAN, MOE MEDICAL CORPORATION

MOE MEDICAL CORPORATIONEIN 45-3128436Plan #002PY 2019

509 GARRIGAN CT - DANVILLE, CA 945064722209-451-1350moemediamarketing.comLinkedIn1-10 employeesinternet

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$167K

+17.1% from 2018

Total participants

0.0% from 2018

Average account balance

$41,774

+17.1% from 2018

Annual return

-2.46%

+3.86 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$267K

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.76%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$230

$58 / participant

Other / not subdivided$230100.0%

% of EOY assets

0.138%

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

$41,774

$202,342-79.4%

$172,753-75.8%

$152,909-72.7%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

-2.46%

1029.88%-1032.3pp

803.00%-805.5pp

345.46%-347.9pp

Employer contribution / active EE

$2,295

$5,857-60.8%

$5,144-55.4%

$4,764-51.8%

Participant deferral / active EE

$4,750

$5,948-20.1%

$5,198-8.6%

$5,851-18.8%

Admin fee / account holder

$58

$17,112-99.7%

$13,956-99.6%

$11,601-99.5%

MOE MEDICAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOE MEDICAL CORPORATION 401(K) 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