Retirement plan

ACHIEVE SPEECH AND LANGUAGE 401(K) PLAN

Name: ACHIEVE SPEECH AND LANGUAGE SERVICES, PLLC - ACHIEVE SPEECH AND LANGUAGE 401(K) PLAN (2017) Form 5500
Creator: ACHIEVE SPEECH AND LANGUAGE SERVICES, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACHIEVE SPEECH AND LANGUAGE 401(K) PLAN, ACHIEVE SPEECH AND LANGUAGE SERVICES, PLLC

ACHIEVE SPEECH AND LANGUAGE SERVICES, PLLCEIN 51-0526539Plan #001PY 2017

19100 W. LAKE HOUSTON PKWY 104 - HUMBLE, TX 77346281-812-9519LinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$997K

+28.2% from 2016

Total participants

+11.1% from 2016

Average account balance

$110,791

+28.2% from 2016

Annual return

16.55%

+8.96 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.79M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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

$313K

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

+13.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6763

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 codes2E2G2J2T3D

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$357

$36 / participant

Other / not subdivided$357100.0%

% of EOY assets

0.036%

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

$110,791

$198,461-44.2%

$170,436-35.0%

$147,585-24.9%

Participation rate

90.0%

88.0%+2.0pp

83.6%+6.4pp

82.8%+7.2pp

Annual return

16.55%

257.30%-240.8pp

205.94%-189.4pp

578.57%-562.0pp

Employer contribution / active EE

$2,523

$6,184-59.2%

$5,433-53.6%

$4,876-48.3%

Participant deferral / active EE

$6,535

$5,629+16.1%

$4,939+32.3%

$5,439+20.2%

Admin fee / account holder

$40

$16,852-99.8%

$13,880-99.7%

$10,885-99.6%

ACHIEVE SPEECH AND LANGUAGE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACHIEVE SPEECH AND LANGUAGE 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