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 (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+8.7% from 2017

Total participants

0.0% from 2017

Average account balance

$158,327

+8.7% from 2017

Annual return

6.24%

+1.31 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$78K

$8619 / participant

Other / not subdivided$78K100.0%

% of EOY assets

4.899%

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

$158,327

$180,462-12.3%

$154,111+2.7%

$135,379+17.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

6.24%

888.17%-881.9pp

735.18%-728.9pp

519.79%-513.6pp

Employer contribution / active EE

$12,258

$6,036+103.1%

$5,298+131.4%

$4,779+156.5%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$7,757

$16,145-52.0%

$13,411-42.2%

$10,828-28.4%

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