Retirement plan

ANDREW YEH, D. O., INC. SOLO 401(K) PLAN

Name: ANDREW YEH, D. O., INC. - ANDREW YEH, D. O., INC. SOLO 401(K) PLAN (2020) Form 5500
Creator: ANDREW YEH, D. O., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDREW YEH, D. O., INC. SOLO 401(K) PLAN, ANDREW YEH, D. O., INC.

ANDREW YEH, D. O., INC.EIN 20-1176010Plan #002PY 2020

612 WEST DUARTE ROAD, SUITE 504 - ARCADIA, CA 91007626-821-9892andrewyehdo.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+82.9% from 2019

Total participants

0.0% from 2019

Average account balance

$670,251

+82.9% from 2019

Annual return

79.94%

-5.50 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.55M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$642

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

+29.87%

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 codes2G2J3D

Plan features

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.
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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$670,251

$209,422+220.0%

$178,503+275.5%

$158,982+321.6%

Participation rate

66.7%

86.4%-19.7pp

81.9%-15.3pp

82.0%-15.3pp

Annual return

79.94%

188.81%-108.9pp

151.12%-71.2pp

302.99%-223.0pp

Employer contribution / active EE

$1,240

$5,707-78.3%

$5,011-75.3%

$4,763-74.0%

Participant deferral / active EE

$6,000

$5,955+0.8%

$5,202+15.3%

$5,983+0.3%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

ANDREW YEH, D. O., INC. SOLO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANDREW YEH, D. O., INC. SOLO 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