Retirement plan

SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN

Name: SANDFORD C. FRISCH, MD - SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN (2017) Form 5500
Creator: SANDFORD C. FRISCH, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN, SANDFORD C. FRISCH, MD

SANDFORD C. FRISCH, MDEIN 23-2668372Plan #002PY 2017

2207 OREGON PIKE, SUITE 102 - LANCASTER, PA 176014606717-569-0600

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+19.0% from 2016

Total participants

-11.1% from 2016

Average account balance

-100.0% from 2016

Annual return

15.13%

+7.80 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

$5.90M

Not enough data

1 years with asset history on file

Average account balance

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

$536K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$30K

$3809 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.154%

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

$198,457-100.0%

$170,435-100.0%

$147,586-100.0%

Participation rate

0.0%

88.0%-88.0pp

83.6%-83.6pp

82.8%-82.8pp

Annual return

15.13%

257.30%-242.2pp

205.94%-190.8pp

578.59%-563.5pp

Employer contribution / active EE

$6,567

$6,183+6.2%

$5,432+20.9%

$4,876+34.7%

Participant deferral / active EE

$6,562

$5,629+16.6%

$4,939+32.9%

$5,439+20.7%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

SANDFORD C. FRISCH, MD SAFE-HARBOR 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANDFORD C. FRISCH, MD SAFE-HARBOR 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