Retirement plan

RIVERSIDE VETERINARY CLINIC SAFE HARBOR 401(K) PLAN

Name: RIVERSIDE VETERINARY CLINIC LLC - RIVERSIDE VETERINARY CLINIC SAFE HARBOR 401(K) PLAN (2017) Form 5500
Creator: RIVERSIDE VETERINARY CLINIC LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIVERSIDE VETERINARY CLINIC SAFE HARBOR 401(K) PLAN, RIVERSIDE VETERINARY CLINIC LLC

RIVERSIDE VETERINARY CLINIC LLCEIN 04-3825737Plan #001PY 2017

2504 NE RIVERSIDE PLACE - PENDLETON, OR 97801541-276-4270

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$633K

+29.5% from 2016

Total participants

-14.3% from 2016

Average account balance

$158,258

+29.5% from 2016

Annual return

21.35%

+16.25 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$245K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10865

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$158,258

$150,446+5.2%

$136,297+16.1%

$147,585+7.2%

Participation rate

66.7%

84.4%-17.8pp

81.9%-15.3pp

82.8%-16.2pp

Annual return

21.35%

1049.14%-1027.8pp

5156.19%-5134.8pp

578.58%-557.2pp

Employer contribution / active EE

$1,603

$5,256-69.5%

$4,696-65.9%

$4,876-67.1%

Participant deferral / active EE

$5,075

$6,631-23.5%

$6,247-18.8%

$5,439-6.7%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

RIVERSIDE VETERINARY CLINIC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RIVERSIDE VETERINARY CLINIC SAFE HARBOR 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