Retirement plan

ADANAC PC 401(K) PROFIT SHARING PLAN

Name: ADANAC, P.C. T/A ATLANTIC ANIMAL HOSPITAL - ADANAC PC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ADANAC, P.C. T/A ATLANTIC ANIMAL HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADANAC PC 401(K) PROFIT SHARING PLAN, ADANAC, P.C. T/A ATLANTIC ANIMAL HOSPITAL

ADANAC, P.C. T/A ATLANTIC ANIMAL HOSPITALEIN 20-3764948Plan #001PY 2015

P.O. BOX 599 - ACCOMAC, VA 23301757-302-0345

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$484K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-3.21%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+22.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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 codes2J3D3H

Plan features

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$159

$16 / participant

Other / not subdivided$159100.0%

% of EOY assets

0.033%

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

$127,387-100.0%

$115,038-100.0%

$125,389-100.0%

Participation rate

0.0%

84.2%-84.2pp

81.4%-81.4pp

83.2%-83.2pp

Annual return

-3.21%

31.28%-34.5pp

26.14%-29.4pp

282.24%-285.5pp

Employer contribution / active EE

$2,785

$5,166-46.1%

$4,608-39.6%

$4,866-42.8%

Participant deferral / active EE

$3,273

$6,423-49.0%

$6,026-45.7%

$5,352-38.8%

Admin fee / account holder

$9,516-100.0%

$8,175-100.0%

$9,541-100.0%

ADANAC PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADANAC PC 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