Retirement plan

RICHARD WEBER, MD MONEY PURCHASE PLAN

Name: RICHARD WEBER, MD - RICHARD WEBER, MD MONEY PURCHASE PLAN (2015) Form 5500
Creator: RICHARD WEBER, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARD WEBER, MD MONEY PURCHASE PLAN, RICHARD WEBER, MD

RICHARD WEBER, MDEIN 06-1191494Plan #002PY 2015

1275 SUMMER STREET, SUITE 103 - STAMFORD, CT 06905203-353-1857LinkedIn1-10 employeesmedical practice

Other plans on this EIN

2 filings

#001Retirement-$2.2M assets #003Retirement-$273K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$762K

No prior year

Total participants

No prior year

Average account balance

$152,329

No prior year

Annual return

1.26%

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

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2C2A2R3B3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$9K

$2875 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.132%

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

$152,329

$168,635-9.7%

$147,617+3.2%

$125,389+21.5%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

1.26%

77.65%-76.4pp

61.98%-60.7pp

282.24%-281.0pp

Employer contribution / active EE

$9,172

$6,252+46.7%

$5,564+64.8%

$4,866+88.5%

Participant deferral / active EE

$5,507-100.0%

$4,895-100.0%

$5,352-100.0%

Admin fee / account holder

$1,725

$13,580-87.3%

$11,612-85.1%

$9,541-81.9%

RICHARD WEBER, MD MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICHARD WEBER, MD MONEY PURCHASE 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