Retirement plan

SPEECH SOURCE THERAPY, INC. 401(K) PROFIT SHARING PLAN

Name: SPEECH SOURCE THERAPY, INC. - SPEECH SOURCE THERAPY, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SPEECH SOURCE THERAPY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPEECH SOURCE THERAPY, INC. 401(K) PROFIT SHARING PLAN, SPEECH SOURCE THERAPY, INC.

SPEECH SOURCE THERAPY, INC.EIN 47-5315231Plan #001PY 2017

15720 VENTURA BOULEVARD, #503 - ENCINO, CA 91436818-788-4121speechsourceinc.comLinkedIn1-10 employees

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$97K

+138.0% from 2016

Total participants

+128.6% from 2016

Average account balance

$19,355

-4.8% from 2016

Annual return

17.75%

+17.75 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$827K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

26.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4038

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 codes2E2J3D

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

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

$19,355

$84,236-77.0%

$170,435-88.6%

$70,126-72.4%

Participation rate

15.6%

70.8%-55.2pp

83.6%-68.0pp

69.5%-53.9pp

Annual return

17.75%

23.06%-5.3pp

205.94%-188.2pp

73.15%-55.4pp

Employer contribution / active EE

$310

$3,387-90.8%

$5,432-94.3%

$2,343-86.7%

Participant deferral / active EE

$1,218

$3,086-60.5%

$4,939-75.3%

$3,332-63.4%

Admin fee / account holder

$5,698-100.0%

$13,881-100.0%

$4,645-100.0%

SPEECH SOURCE THERAPY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SPEECH SOURCE THERAPY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion