Retirement plan

ANUREET K. BAJAJ, M. D. , P. C. 401K PLAN

Name: ANUREET K. BAJAJ, M.D., P.C. - ANUREET K. BAJAJ, M. D. , P. C. 401K PLAN (2017) Form 5500
Creator: ANUREET K. BAJAJ, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANUREET K. BAJAJ, M. D. , P. C. 401K PLAN, ANUREET K. BAJAJ, M.D., P.C.

ANUREET K. BAJAJ, M.D., P.C.EIN 20-5848846Plan #002PY 2017

8106 N. MAY AVENUE, SUITE B - OKLAHOMA CITY, OK 73120405-810-8448

Other plans on this EIN

1 filing

#001Retirement-$807K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$715K

+28.7% from 2016

Total participants

+100.0% from 2016

Average account balance

$238,222

-57.1% from 2016

Annual return

23.51%

+17.85 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$693K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$72K

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

+7.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9389

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

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$899 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.503%

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

$238,222

$198,457+20.0%

$170,435+39.8%

$147,586+61.4%

Participation rate

75.0%

88.0%-13.0pp

83.6%-8.6pp

82.8%-7.8pp

Annual return

23.51%

257.30%-233.8pp

205.94%-182.4pp

578.59%-555.1pp

Employer contribution / active EE

$2,650

$6,183-57.1%

$5,432-51.2%

$4,876-45.7%

Participant deferral / active EE

$4,525

$5,629-19.6%

$4,939-8.4%

$5,439-16.8%

Admin fee / account holder

$1,198

$16,852-92.9%

$13,881-91.4%

$10,886-89.0%

ANUREET K. BAJAJ, M. D. , P. C. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANUREET K. BAJAJ, M. D. , P. C. 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