Retirement plan

EMPLOYEE BENEFIT PLAN OF WAYSIDE HOUSE, INC. WAYSIDE HOUSE, INC.

Name: WAYSIDE HOUSE, INC - EMPLOYEE BENEFIT PLAN OF WAYSIDE HOUSE, INC. WAYSIDE HOUSE, INC. (2016) Form 5500
Creator: WAYSIDE HOUSE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WAYSIDE HOUSE, INC. WAYSIDE HOUSE, INC., WAYSIDE HOUSE, INC

WAYSIDE HOUSE, INCEIN 59-1590644Plan #003PY 2016

378 NE 6TH AVE - DELRAY BEACH, FL 33483561-278-0055waysidehouse.netLinkedIn11-50 employeeshospital & health care

Other plans on this EIN

2 filings

#001Retirement--#002Retirement--

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$391K

+3343.2% from 2015

Total participants

+16.7% from 2015

Average account balance

$11,492

+2533.0% from 2015

Annual return

2362.61%

+2362.61 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$920K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

112.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+7.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$669

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$12K

$309 / participant

Other / not subdivided$12K100.0%

% of EOY assets

3.088%

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

$11,492

$77,638-85.2%

$156,551-92.7%

$62,881-81.7%

Participation rate

97.4%

71.2%+26.2pp

84.0%+13.4pp

69.3%+28.1pp

Annual return

2362.61%

50.33%+2312.3pp

32.23%+2330.4pp

20.14%+2342.5pp

Employer contribution / active EE

$1,871

$3,444-45.7%

$5,501-66.0%

$2,281-18.0%

Participant deferral / active EE

$1,282

$3,046-57.9%

$4,871-73.7%

$3,203-60.0%

Admin fee / account holder

$355

$5,561-93.6%

$13,028-97.3%

$4,296-91.7%

EMPLOYEE BENEFIT PLAN OF WAYSIDE HOUSE, INC. WAYSIDE HOUSE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WAYSIDE HOUSE, INC. WAYSIDE HOUSE, INC.

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