Retirement plan

TEXAS NEUROLOGY CONSULTANTS, LLP 401(K) PLAN

Name: TEXAS NEUROLOGY CONSULTANTS, LLP - TEXAS NEUROLOGY CONSULTANTS, LLP 401(K) PLAN (2015) Form 5500
Creator: TEXAS NEUROLOGY CONSULTANTS, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEXAS NEUROLOGY CONSULTANTS, LLP 401(K) PLAN, TEXAS NEUROLOGY CONSULTANTS, LLP

TEXAS NEUROLOGY CONSULTANTS, LLPEIN 01-0802775Plan #002PY 2015

6124 WEST PARKER ROAD, SUITE 336 - PLANO, TX 75093214-291-0775LinkedIn11-50 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$164,341

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$278K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1735

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$205 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.125%

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

$164,341

$168,635-2.5%

$147,617+11.3%

$125,389+31.1%

Participation rate

62.5%

88.8%-26.3pp

84.6%-22.1pp

83.2%-20.7pp

Annual return

0.00%

77.65%-77.7pp

61.98%-62.0pp

282.24%-282.2pp

Employer contribution / active EE

$3,112

$6,252-50.2%

$5,564-44.1%

$4,866-36.0%

Participant deferral / active EE

$8,593

$5,507+56.0%

$4,895+75.5%

$5,352+60.6%

Admin fee / account holder

$205

$13,580-98.5%

$11,612-98.2%

$9,541-97.9%

TEXAS NEUROLOGY CONSULTANTS, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEXAS NEUROLOGY CONSULTANTS, LLP 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