Retirement plan

VIJAY & RAMA BOJEDLA RETIREMENT PLAN

Name: RAMA BOJEDLA MD - VIJAY & RAMA BOJEDLA RETIREMENT PLAN (2018) Form 5500
Creator: RAMA BOJEDLA MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIJAY & RAMA BOJEDLA RETIREMENT PLAN, RAMA BOJEDLA MD

RAMA BOJEDLA MDEIN 16-1356799Plan #005PY 2018

120 LOCKPORT RD - YOUNGSTOWN, NY 14174716-745-7724

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

-3.9% from 2017

Total participants

0.0% from 2017

Average account balance

$433,403

-3.9% from 2017

Annual return

-7.58%

-23.50 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$456K

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+6.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3B

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.

Opportunity flags

2 tripped

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

$525

$66 / participant

Other / not subdivided$525100.0%

% of EOY assets

0.015%

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

$433,403

$180,459+140.2%

$154,108+181.2%

$135,380+220.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.58%

888.21%-895.8pp

735.21%-742.8pp

519.81%-527.4pp

Employer contribution / active EE

$10,458

$6,035+73.3%

$5,298+97.4%

$4,779+118.8%

Participant deferral / active EE

$6,275

$5,806+8.1%

$5,081+23.5%

$5,609+11.9%

Admin fee / account holder

$66

$16,145-99.6%

$13,411-99.5%

$10,828-99.4%

VIJAY & RAMA BOJEDLA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIJAY & RAMA BOJEDLA RETIREMENT 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