Retirement plan

FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R CLAYMAN MD

Name: CURTIS R CLAYMAN MD - FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R CLAYMAN MD (2017) Form 5500
Creator: CURTIS R CLAYMAN MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R CLAYMAN MD, CURTIS R CLAYMAN MD

CURTIS R CLAYMAN MDEIN 04-2520236Plan #003PY 2017

100 CROSS STREET - GARDNER, MA 01440508-420-0132

Other plans on this EIN

1 filing

#004Retirement-$1.7M assets

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$960K

+5.7% from 2016

Total participants

0.0% from 2016

Average account balance

$319,991

+5.7% from 2016

Annual return

11.92%

+9.71 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

$744K

Not enough data

1 years with asset history on file

Average account balance

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

$372K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52735

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$58K

Other / not subdivided$58K100.0%

% of EOY assets

6.033%

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

$319,991

$198,457+61.2%

$170,435+87.7%

$147,586+116.8%

Participation rate

0.0%

88.0%-88.0pp

83.6%-83.6pp

82.8%-82.8pp

Annual return

11.92%

257.30%-245.4pp

205.94%-194.0pp

578.59%-566.7pp

Employer contribution / active EE

$6,183-100.0%

$5,432-100.0%

$4,876-100.0%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$19,304

$16,852+14.5%

$13,881+39.1%

$10,886+77.3%

FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R CLAYMAN MD

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R CLAYMAN MD

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