Retirement plan

EAR NOSE THROAT OF NEW JERSEY, P.A. 401(K) PLAN

Name: EAR NOSE THROAT OF NEW JERSEY, P.A. - EAR NOSE THROAT OF NEW JERSEY, P.A. 401(K) PLAN (2017) Form 5500
Creator: EAR NOSE THROAT OF NEW JERSEY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAR NOSE THROAT OF NEW JERSEY, P.A. 401(K) PLAN, EAR NOSE THROAT OF NEW JERSEY, P.A.

EAR NOSE THROAT OF NEW JERSEY, P.A.EIN 01-0725131Plan #002PY 2017

500 LAKEHURST ROAD - TOMS RIVER, NJ 08755732-914-2233

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$387K

+76.2% from 2016

Total participants

+11.1% from 2016

Average account balance

$38,721

+58.6% from 2016

Annual return

9.81%

-0.50 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$946K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$185K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+16.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111130

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,721

$198,466-80.5%

$170,442-77.3%

$147,584-73.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.81%

257.29%-247.5pp

205.93%-196.1pp

578.55%-568.7pp

Employer contribution / active EE

$13,449

$6,184+117.5%

$5,433+147.6%

$4,876+175.8%

Participant deferral / active EE

$7,387

$5,629+31.2%

$4,939+49.5%

$5,439+35.8%

Admin fee / account holder

$16,852-100.0%

$13,880-100.0%

$10,885-100.0%

EAR NOSE THROAT OF NEW JERSEY, P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EAR NOSE THROAT OF NEW JERSEY, P.A. 401(K) 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