Retirement plan

SMITH FARM CENTER FOR THE HEALING ARTS RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: SMITH FARM LTD - SMITH FARM CENTER FOR THE HEALING ARTS RETIREMENT & EMPLOYEE SAVINGS PLAN (2017) Form 5500
Creator: SMITH FARM LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH FARM CENTER FOR THE HEALING ARTS RETIREMENT & EMPLOYEE SAVINGS PLAN, SMITH FARM LTD

SMITH FARM LTDEIN 52-1977976Plan #001PY 2017

1632 U STREET NW - WASHINGTON, DC 200096210202-483-8600

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$719K

+33.3% from 2016

Total participants

+22.2% from 2016

Average account balance

$34,252

+14.3% from 2016

Annual return

21.64%

+2.61 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

362.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1670

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

1 tripped

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

$5K

$578 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.723%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,252

$99,020-65.4%

$86,590-60.4%

$147,584-76.8%

Participation rate

88.9%

76.3%+12.5pp

73.5%+15.3pp

82.8%+6.1pp

Annual return

21.64%

1312.34%-1290.7pp

964.84%-943.2pp

578.55%-556.9pp

Employer contribution / active EE

$2,916

$3,132-6.9%

$2,839+2.7%

$4,876-40.2%

Participant deferral / active EE

$4,611

$3,972+16.1%

$3,609+27.8%

$5,439-15.2%

Admin fee / account holder

$248

$5,710-95.7%

$4,906-95.0%

$10,885-97.7%

SMITH FARM CENTER FOR THE HEALING ARTS RETIREMENT & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMITH FARM CENTER FOR THE HEALING ARTS RETIREMENT & EMPLOYEE SAVINGS 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