Retirement plan

EMPLOYEE BENEFIT PLAN OF MEDCAH, INC.

Name: MEDCAH, INC. - EMPLOYEE BENEFIT PLAN OF MEDCAH, INC. (2019) Form 5500
Creator: MEDCAH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MEDCAH, INC., MEDCAH, INC.

MEDCAH, INC.EIN 99-0156628Plan #002PY 2019

PO BOX 1187 - KAILUA, HI 967341187808-266-2020medcah.comLinkedIn11-50 employeesfinancial services

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2M

+24.6% from 2018

Total participants

0.0% from 2018

Average account balance

$76,886

+24.6% from 2018

Annual return

19.11%

+25.56 pp from 2018

Benchmarks

See 31,993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,993 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.63M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13857

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 codes2F2G2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$702

$35 / participant

Other / not subdivided$702100.0%

% of EOY assets

0.035%

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

$76,886

$183,978-58.2%

$162,171-52.6%

$152,885-49.7%

Participation rate

95.0%

88.5%+6.5pp

87.6%+7.4pp

82.5%+12.5pp

Annual return

19.11%

150.78%-131.7pp

115.60%-96.5pp

345.39%-326.3pp

Employer contribution / active EE

$1,142

$6,370-82.1%

$5,613-79.7%

$4,763-76.0%

Participant deferral / active EE

$3,252

$8,033-59.5%

$7,297-55.4%

$5,851-44.4%

Admin fee / account holder

$27

$13,122-99.8%

$10,843-99.8%

$11,598-99.8%

EMPLOYEE BENEFIT PLAN OF MEDCAH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MEDCAH, INC.

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