Retirement plan

PIECE BY PIECE ABA THERAPY 401(K) PLAN

Name: PIECE BY PIECE ABA THERAPY, LLC - PIECE BY PIECE ABA THERAPY 401(K) PLAN (2023) Form 5500
Creator: PIECE BY PIECE ABA THERAPY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIECE BY PIECE ABA THERAPY 401(K) PLAN, PIECE BY PIECE ABA THERAPY, LLC

PIECE BY PIECE ABA THERAPY, LLCEIN 84-2432698Plan #001PY 2023

80 PROFESSIONAL COURT - LAFAYETTE, IN 47905765-479-3908piecebypieceaba.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$186K

+3496.6% from 2022

Total participants

+20.8% from 2022

Average account balance

$13,292

+670.7% from 2022

Annual return

1462.83%

+1501.51 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$353K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

132.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$122

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 codes2F2G2J2T3D

Plan features

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$36 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.021%

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

$13,292

$77,908-82.9%

$149,696-91.1%

$75,173-82.3%

Participation rate

17.0%

65.6%-48.6pp

78.8%-61.8pp

67.2%-50.2pp

Annual return

1462.83%

31.73%+1431.1pp

134.46%+1328.4pp

160.72%+1302.1pp

Employer contribution / active EE

$442

$3,138-85.9%

$4,821-90.8%

$2,671-83.5%

Participant deferral / active EE

$1,556

$3,411-54.4%

$5,682-72.6%

$4,126-62.3%

Admin fee / account holder

$136

$5,950-97.7%

$13,212-99.0%

$5,651-97.6%

PIECE BY PIECE ABA THERAPY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIECE BY PIECE ABA THERAPY 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