Retirement plan

FOOT & ANKLE CLINIC OF SPOKANE 401(K)AND PROFIT SHARING PLAN

Name: FOOT & ANKLE CLINIC OF SPOKANE - FOOT & ANKLE CLINIC OF SPOKANE 401(K)AND PROFIT SHARING PLAN (2018) Form 5500
Creator: FOOT & ANKLE CLINIC OF SPOKANE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOOT & ANKLE CLINIC OF SPOKANE 401(K)AND PROFIT SHARING PLAN, FOOT & ANKLE CLINIC OF SPOKANE

FOOT & ANKLE CLINIC OF SPOKANEEIN 14-1883038Plan #001PY 2018

205 NORTH UNIVERSITY, #4 - SPOKANE VALLEY, WA 99206877-470-9582

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$84K

+13.7% from 2017

Total participants

-25.0% from 2017

Average account balance

$27,886

+13.7% from 2017

Annual return

-3.22%

-17.46 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$106K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

200.0%

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

-10.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2679

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 codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$27,886

$180,466-84.5%

$154,114-81.9%

$135,382-79.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-3.22%

888.15%-891.4pp

735.16%-738.4pp

519.77%-523.0pp

Employer contribution / active EE

$1,166

$6,035-80.7%

$5,298-78.0%

$4,779-75.6%

Participant deferral / active EE

$11,276

$5,806+94.2%

$5,081+121.9%

$5,609+101.0%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

FOOT & ANKLE CLINIC OF SPOKANE 401(K)AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FOOT & ANKLE CLINIC OF SPOKANE 401(K)AND PROFIT SHARING 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