Retirement plan

THE SISTERS, LLC 401(K) PLAN

Name: THE SISTERS, LLC DBA HOME INSTEAD SENIOR CARE - THE SISTERS, LLC 401(K) PLAN (2017) Form 5500
Creator: THE SISTERS, LLC DBA HOME INSTEAD SENIOR CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SISTERS, LLC 401(K) PLAN, THE SISTERS, LLC DBA HOME INSTEAD SENIOR CARE

THE SISTERS, LLC DBA HOME INSTEAD SENIOR CAREEIN 80-0221334Plan #001PY 2017

661 ALLEGHENY AVENUE - OAKMONT, PA 15139412-517-8337LinkedIn11-50 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$362K

+84.0% from 2016

Total participants

+14.3% from 2016

Average account balance

$11,665

+66.2% from 2016

Annual return

24.34%

+11.59 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

48.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1443

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 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

$5K

$196 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.519%

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

$11,665

$84,236-86.2%

$170,435-93.2%

$70,126-83.4%

Participation rate

96.4%

70.8%+25.6pp

83.6%+12.8pp

69.5%+26.9pp

Annual return

24.34%

23.06%+1.3pp

205.94%-181.6pp

73.15%-48.8pp

Employer contribution / active EE

$1,477

$3,387-56.4%

$5,432-72.8%

$2,343-36.9%

Participant deferral / active EE

$2,736

$3,086-11.3%

$4,939-44.6%

$3,332-17.9%

Admin fee / account holder

$177

$5,698-96.9%

$13,881-98.7%

$4,645-96.2%

THE SISTERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SISTERS, 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