Retirement plan

WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN

Name: WINSLOW FACIAL PLASTIC SURGERY, LLC - WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: WINSLOW FACIAL PLASTIC SURGERY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN, WINSLOW FACIAL PLASTIC SURGERY, LLC

WINSLOW FACIAL PLASTIC SURGERY, LLCEIN 20-1327648Plan #001PY 2017

2000 E. 116TH ST., SUITE 200 - CARMEL, IN 46032317-814-1104winslowfacialplasticsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+12.5% from 2016

Total participants

-42.9% from 2016

Average account balance

$252,389

+96.9% from 2016

Annual return

10.02%

+1.57 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$393K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133062

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$67K

$22314 / participant

Other / not subdivided$67K100.0%

% of EOY assets

6.631%

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

$252,389

$198,461+27.2%

$170,436+48.1%

$147,585+71.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.02%

257.30%-247.3pp

205.94%-195.9pp

578.57%-568.6pp

Employer contribution / active EE

$18,367

$6,184+197.0%

$5,433+238.1%

$4,876+276.7%

Participant deferral / active EE

$11,466

$5,629+103.7%

$4,939+132.1%

$5,439+110.8%

Admin fee / account holder

$16,736

$16,852-0.7%

$13,880+20.6%

$10,885+53.7%

WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINSLOW FACIAL PLASTIC SURGERY, LLC 401(K) PROFIT SHARING 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