Retirement plan

CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC 401(K) PLAN

Name: CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC - CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC 401(K) PLAN (2020) Form 5500
Creator: CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC 401(K) PLAN, CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC

CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INCEIN 20-1524820Plan #001PY 2020

301 W HUNTINGTON DRIVE STE 212 - ARCADIA, CA 91007626-242-8601cadhs.comLinkedIn1-10 employeeshospital & health care

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$368K

+21.2% from 2019

Total participants

+33.3% from 2019

Average account balance

$92,069

-9.1% from 2019

Annual return

11.69%

-4.83 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

$493K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

-7.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$287

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 codes2E2G2J3D

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.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$92,069

$209,422-56.0%

$178,503-48.4%

$158,982-42.1%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

11.69%

188.81%-177.1pp

151.12%-139.4pp

302.99%-291.3pp

Employer contribution / active EE

$955

$5,707-83.3%

$5,011-80.9%

$4,763-79.9%

Participant deferral / active EE

$8,667

$5,955+45.5%

$5,202+66.6%

$5,983+44.8%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALIFORNIA DIABETES AND HORMONE SPECIALISTS, INC 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