Retirement plan

BIO CAR CARE RETIREMENT PLAN

Name: BIO CAR CARE - BIO CAR CARE RETIREMENT PLAN (2020) Form 5500
Creator: BIO CAR CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIO CAR CARE RETIREMENT PLAN, BIO CAR CARE

BIO CAR CAREEIN 82-4671063Plan #001PY 2020

1545 PINE ST., UNIT # 203 - SAN FRANCISCO, CA 94109415-410-1234biocarcare.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$146K

+58.5% from 2019

Total participants

+66.7% from 2019

Average account balance

$16,253

+5.7% from 2019

Annual return

6.34%

-2.00 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.31%

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$16,253

$100,938-83.9%

$90,461-82.0%

$158,982-89.8%

Participation rate

85.7%

75.0%+10.7pp

72.7%+13.0pp

82.0%+3.7pp

Annual return

6.34%

1727.20%-1720.9pp

1294.76%-1288.4pp

302.99%-296.6pp

Employer contribution / active EE

$1,117

$3,691-69.7%

$3,264-65.8%

$4,763-76.6%

Participant deferral / active EE

$5,764

$4,350+32.5%

$3,964+45.4%

$5,983-3.7%

Admin fee / account holder

$6,510-100.0%

$5,617-100.0%

$11,252-100.0%

BIO CAR CARE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BIO CAR CARE RETIREMENT 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