Retirement plan

ALBERT VEIN INSTITUTE, P.C. 401(K) PLAN

Name: ALBERT VEIN INSTITUTE, P.C. - ALBERT VEIN INSTITUTE, P.C. 401(K) PLAN (2015) Form 5500
Creator: ALBERT VEIN INSTITUTE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALBERT VEIN INSTITUTE, P.C. 401(K) PLAN, ALBERT VEIN INSTITUTE, P.C.

ALBERT VEIN INSTITUTE, P.C.EIN 06-1776179Plan #002PY 2015

10807 NEW ALLEGIANCE DRIVE, SUITE 450 - COLORADO SPRINGS, CO 80921719-550-8346albertvein.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$238K

No prior year

Total participants

No prior year

Average account balance

$14,885

No prior year

Annual return

-1.69%

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

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)

$63K

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

$127K

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

+8.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$422

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$98K

$7558 / participant

Other / not subdivided$98K100.0%

% of EOY assets

41.258%

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

$14,885

$168,635-91.2%

$147,617-89.9%

$125,389-88.1%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-1.69%

77.65%-79.3pp

61.98%-63.7pp

282.24%-283.9pp

Employer contribution / active EE

$2,015

$6,252-67.8%

$5,564-63.8%

$4,866-58.6%

Participant deferral / active EE

$4,261

$5,507-22.6%

$4,895-13.0%

$5,352-20.4%

Admin fee / account holder

$6,141

$13,580-54.8%

$11,612-47.1%

$9,541-35.6%

ALBERT VEIN INSTITUTE, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALBERT VEIN INSTITUTE, P.C. 401(K) 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