Retirement plan

SUPERIOR SENIOR CARE, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: SUPERIOR SENIOR CARE, INC. - SUPERIOR SENIOR CARE, INC. 401(K) RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: SUPERIOR SENIOR CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR SENIOR CARE, INC. 401(K) RETIREMENT SAVINGS PLAN, SUPERIOR SENIOR CARE, INC.

SUPERIOR SENIOR CARE, INC.EIN 71-0702258Plan #002PY 2020

REGIONS TOWER, SUITE 200, P.O. BOX 505 - HOT SPRINGS, AR 71902501-321-1743superiorseniorcare.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

-5.2% from 2019

Total participants

+1.6% from 2019

Average account balance

$48,581

-6.7% from 2019

Annual return

14.04%

-5.23 pp from 2019

Benchmarks

See 26,418 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,418 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.71M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

170.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$221K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1274

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 codes2E2G2J3D

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.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$817K

$24032 / participant

Other / not subdivided$817K100.0%

% of EOY assets

26.697%

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

$48,581

$98,776-50.8%

$149,745-67.6%

$79,856-39.2%

Participation rate

97.1%

75.8%+21.3pp

82.5%+14.6pp

69.6%+27.4pp

Annual return

14.04%

27.38%-13.3pp

276.72%-262.7pp

31.71%-17.7pp

Employer contribution / active EE

$2,653

$3,217-17.5%

$4,646-42.9%

$2,471+7.4%

Participant deferral / active EE

$3,104

$5,681-45.4%

$6,843-54.6%

$3,741-17.0%

Admin fee / account holder

$12,970

$6,053+114.3%

$9,312+39.3%

$5,306+144.4%

SUPERIOR SENIOR CARE, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERIOR SENIOR CARE, INC. 401(K) RETIREMENT SAVINGS 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