Retirement plan

COASTAL CHIROPRACTIC, LLC 401(K) PROFIT SHARING PLAN

Name: COASTAL CHIROPRACTIC, LLC - COASTAL CHIROPRACTIC, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: COASTAL CHIROPRACTIC, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL CHIROPRACTIC, LLC 401(K) PROFIT SHARING PLAN, COASTAL CHIROPRACTIC, LLC

COASTAL CHIROPRACTIC, LLCEIN 81-4127221Plan #001PY 2020

32838 PEAR TREE CT - LEWES, DE 19958302-727-9747

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$174K

+26.4% from 2019

Total participants

0.0% from 2019

Average account balance

$174,064

+26.4% from 2019

Annual return

12.25%

-1.72 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$416K

Not enough data

1 years with asset history on file

Average account balance

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

$416K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3B3D

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).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$174,064

$209,428-16.9%

$178,498-2.5%

$158,950+9.5%

Participation rate

50.0%

86.4%-36.4pp

81.9%-31.9pp

82.0%-32.0pp

Annual return

12.25%

188.78%-176.5pp

151.09%-138.8pp

302.91%-290.7pp

Employer contribution / active EE

$4,271

$5,707-25.2%

$5,011-14.8%

$4,762-10.3%

Participant deferral / active EE

$5,500

$5,955-7.6%

$5,202+5.7%

$5,983-8.1%

Admin fee / account holder

$17,077-100.0%

$13,985-100.0%

$11,248-100.0%

COASTAL CHIROPRACTIC, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COASTAL CHIROPRACTIC, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion