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 (2018) 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 2018

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

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$86K

+93.7% from 2017

Total participants

0.0% from 2017

Average account balance

$14,388

+93.7% from 2017

Annual return

-16.83%

-25.60 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

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

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 codes2T2G3D2E2F2J

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$738

$148 / participant

Other / not subdivided$738100.0%

% of EOY assets

0.855%

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

$14,388

$180,466-92.0%

$154,114-90.7%

$135,382-89.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-16.83%

888.15%-905.0pp

735.16%-752.0pp

519.77%-536.6pp

Employer contribution / active EE

$4,393

$6,035-27.2%

$5,298-17.1%

$4,779-8.1%

Participant deferral / active EE

$5,457

$5,806-6.0%

$5,081+7.4%

$5,609-2.7%

Admin fee / account holder

$123

$16,144-99.2%

$13,411-99.1%

$10,829-98.9%

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