Retirement plan

STOWE PERSONALIZED MEDICAL CAR 401 K PROFIT SHARING PLAN TRUST

Name: STOWE PERSONALIZED MEDICAL CAR - STOWE PERSONALIZED MEDICAL CAR 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: STOWE PERSONALIZED MEDICAL CAR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STOWE PERSONALIZED MEDICAL CAR 401 K PROFIT SHARING PLAN TRUST, STOWE PERSONALIZED MEDICAL CAR

STOWE PERSONALIZED MEDICAL CAREIN 61-1718564Plan #001PY 2015

PO BOX 357 - STOWE, VT 05672802-253-5020LinkedIn1-10 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$52K

No prior year

Total participants

No prior year

Average account balance

$8,585

No prior year

Annual return

-1.96%

No prior year

Benchmarks

See 102,333 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,333 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$491K

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15657

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.

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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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$200

$40 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.388%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,585

$168,632-94.9%

$147,614-94.2%

$125,391-93.2%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.96%

77.65%-79.6pp

61.98%-63.9pp

282.22%-284.2pp

Employer contribution / active EE

$2,625

$6,252-58.0%

$5,564-52.8%

$4,866-46.0%

Participant deferral / active EE

$5,454

$5,507-1.0%

$4,895+11.4%

$5,352+1.9%

Admin fee / account holder

$33

$13,580-99.8%

$11,611-99.7%

$9,540-99.7%

STOWE PERSONALIZED MEDICAL CAR 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STOWE PERSONALIZED MEDICAL CAR 401 K PROFIT SHARING PLAN TRUST

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