Retirement plan

HEALTH & WELLNESS CENTER OF IDAHO, LLC 401(K) PLAN

Name: HEALTH & WELLNESS CENTER OF IDAHO, LLC - HEALTH & WELLNESS CENTER OF IDAHO, LLC 401(K) PLAN (2017) Form 5500
Creator: HEALTH & WELLNESS CENTER OF IDAHO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEALTH & WELLNESS CENTER OF IDAHO, LLC 401(K) PLAN, HEALTH & WELLNESS CENTER OF IDAHO, LLC

HEALTH & WELLNESS CENTER OF IDAHO, LLCEIN 68-0535634Plan #001PY 2017

2001 S WOODRUFF AVENUE, SUITE 5 - IDAHO FALLS, ID 83404208-528-8777LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$804K

+12.8% from 2016

Total participants

0.0% from 2016

Average account balance

$200,902

+12.8% from 2016

Annual return

5.08%

+5.84 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$332K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+4.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11705

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$230

$58 / participant

Other / not subdivided$230100.0%

% of EOY assets

0.029%

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

$200,902

$198,457+1.2%

$170,435+17.9%

$147,586+36.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

5.08%

257.30%-252.2pp

205.94%-200.9pp

578.59%-573.5pp

Employer contribution / active EE

$4,950

$6,183-19.9%

$5,432-8.9%

$4,876+1.5%

Participant deferral / active EE

$8,730

$5,629+55.1%

$4,939+76.7%

$5,439+60.5%

Admin fee / account holder

$58

$16,852-99.7%

$13,881-99.6%

$10,886-99.5%

HEALTH & WELLNESS CENTER OF IDAHO, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEALTH & WELLNESS CENTER OF IDAHO, LLC 401(K) 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