Retirement plan

CHARLESTON SLEEP SOLUTIONS PROFIT SHARING PLAN

Name: SLEEP MEDICINE WV INC - CHARLESTON SLEEP SOLUTIONS PROFIT SHARING PLAN (2017) Form 5500
Creator: SLEEP MEDICINE WV INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARLESTON SLEEP SOLUTIONS PROFIT SHARING PLAN, SLEEP MEDICINE WV INC

SLEEP MEDICINE WV INCEIN 55-0767806Plan #001PY 2017

301 49TH ST. - CHARLESTON, WV 25304304-853-2461

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$197K

+43.3% from 2016

Total participants

+60.0% from 2016

Average account balance

$24,680

+7.5% from 2016

Annual return

18.45%

+14.08 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.52M

Not enough data

1 years with asset history on file

Average account balance

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

$466K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+610.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4268

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$362 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.101%

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

$24,680

$198,462-87.6%

$170,439-85.5%

$147,585-83.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.45%

257.30%-238.9pp

205.94%-187.5pp

578.58%-560.1pp

Employer contribution / active EE

$2,077

$6,184-66.4%

$5,433-61.8%

$4,876-57.4%

Participant deferral / active EE

$4,000

$5,629-28.9%

$4,939-19.0%

$5,439-26.5%

Admin fee / account holder

$272

$16,852-98.4%

$13,881-98.0%

$10,886-97.5%

CHARLESTON SLEEP SOLUTIONS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHARLESTON SLEEP SOLUTIONS PROFIT SHARING 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