Retirement plan

WORLDWIDE HOSPICE CARE, INC. 401(K) PROFIT SHARING PLAN AND T

Name: WORLDWIDE HOSPICE CARE, INC. - WORLDWIDE HOSPICE CARE, INC. 401(K) PROFIT SHARING PLAN AND T (2022) Form 5500
Creator: WORLDWIDE HOSPICE CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORLDWIDE HOSPICE CARE, INC. 401(K) PROFIT SHARING PLAN AND T, WORLDWIDE HOSPICE CARE, INC.

WORLDWIDE HOSPICE CARE, INC.EIN 47-2279809Plan #001PY 2022

12235 BEACH BLVD., STE 109 - STANTON, CA 90680714-824-0853

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$15K

+4.7% from 2021

Total participants

+33.3% from 2021

Average account balance

$7,352

+4.7% from 2021

Annual return

-19.58%

-34.05 pp from 2021

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$92K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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 codes2E2F2G2J2T3D

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$62

$21 / participant

Other / not subdivided$62100.0%

% of EOY assets

0.422%

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

$7,352

$92,766-92.1%

$82,763-91.1%

$134,545-94.5%

Participation rate

33.3%

75.2%-41.9pp

72.6%-39.2pp

81.2%-47.9pp

Annual return

-19.58%

946.97%-966.5pp

702.45%-722.0pp

418.37%-437.9pp

Employer contribution / active EE

$3,273-100.0%

$3,008-100.0%

$4,742-100.0%

Participant deferral / active EE

$1,138

$4,802-76.3%

$4,395-74.1%

$6,401-82.2%

Admin fee / account holder

$31

$5,978-99.5%

$5,325-99.4%

$11,431-99.7%

WORLDWIDE HOSPICE CARE, INC. 401(K) PROFIT SHARING PLAN AND T

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORLDWIDE HOSPICE CARE, INC. 401(K) PROFIT SHARING PLAN AND T

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