Retirement plan

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

Name: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. - AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST, AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC.EIN 02-0535267Plan #001PY 2017

11400 ROCKVILLE PIKE - SUITE 801 - ROCKVILLE, MD 20852301-231-8877acoi.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.5M

+17.8% from 2016

Total participants

+11.1% from 2016

Average account balance

$145,694

+6.0% from 2016

Annual return

4.93%

+2.87 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35956

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$276 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.152%

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

$145,694

$198,457-26.6%

$170,435-14.5%

$147,586-1.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

4.93%

257.30%-252.4pp

205.94%-201.0pp

578.59%-573.7pp

Employer contribution / active EE

$19,928

$6,183+222.3%

$5,432+266.8%

$4,876+308.7%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$221

$16,852-98.7%

$13,881-98.4%

$10,886-98.0%

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN COLLEGE OF OSTEOPATHIC INTERNISTS, INC. PROFIT SHARING PLAN AND TRUST

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