Retirement plan

SUMAN VIDYARTHI, DDS AND NANDITHA J. VIV 401K PLAN

Name: SUMAN VIDYARTHI, DDS AND NANDITHA J - SUMAN VIDYARTHI, DDS AND NANDITHA J. VIV 401K PLAN (2017) Form 5500
Creator: SUMAN VIDYARTHI, DDS AND NANDITHA J
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUMAN VIDYARTHI, DDS AND NANDITHA J. VIV 401K PLAN, SUMAN VIDYARTHI, DDS AND NANDITHA J

SUMAN VIDYARTHI, DDS AND NANDITHA JEIN 20-2160238Plan #001PY 2017

5832 FAYETTEVILLE ROAD, SUITE 101 - DURHAM, NC 27713919-544-7777

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$143K

+51.9% from 2016

Total participants

0.0% from 2016

Average account balance

$23,886

+26.6% from 2016

Annual return

21.70%

+6.77 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

$378K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+18.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$312

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$155 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.755%

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

$23,886

$198,461-88.0%

$170,436-86.0%

$147,585-83.8%

Participation rate

85.7%

88.0%-2.3pp

83.6%+2.1pp

82.8%+2.9pp

Annual return

21.70%

257.30%-235.6pp

205.94%-184.2pp

578.57%-556.9pp

Employer contribution / active EE

$2,033

$6,184-67.1%

$5,433-62.6%

$4,876-58.3%

Participant deferral / active EE

$2,036

$5,629-63.8%

$4,939-58.8%

$5,439-62.6%

Admin fee / account holder

$180

$16,852-98.9%

$13,880-98.7%

$10,885-98.3%

SUMAN VIDYARTHI, DDS AND NANDITHA J. VIV 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUMAN VIDYARTHI, DDS AND NANDITHA J. VIV 401K 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