Retirement plan

PHARMACY OF POCOLA 401(K) PROFIT SHARING PLAN

Name: HAISTEN ENTERPRISES PC - PHARMACY OF POCOLA 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: HAISTEN ENTERPRISES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHARMACY OF POCOLA 401(K) PROFIT SHARING PLAN, HAISTEN ENTERPRISES PC

HAISTEN ENTERPRISES PCdba PHARMACY OF POCOLAEIN 73-1593023Plan #001PY 2018

102 EAST FOLSOM - POCOLA, OK 74902918-436-2900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$208K

+4.5% from 2017

Total participants

-20.0% from 2017

Average account balance

$52,097

+4.5% from 2017

Annual return

-6.18%

-20.93 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$492K

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

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$752

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$512 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.982%

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

$52,097

$95,979-45.7%

$74,551-30.1%

$135,380-61.5%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-6.18%

56.97%-63.1pp

32.53%-38.7pp

519.81%-526.0pp

Employer contribution / active EE

$1,288

$2,716-52.6%

$1,961-34.3%

$4,779-73.1%

Participant deferral / active EE

$4,038

$3,844+5.0%

$3,108+29.9%

$5,609-28.0%

Admin fee / account holder

$512

$6,522-92.2%

$5,059-89.9%

$10,828-95.3%

PHARMACY OF POCOLA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHARMACY OF POCOLA 401(K) PROFIT SHARING 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