Retirement plan

WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Name: WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C. - WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C.

WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C.EIN 23-3043535Plan #001PY 2017

300 LAIRD STREET - WILKES BARRE, PA 18702570-552-1700

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+27.6% from 2016

Total participants

-14.3% from 2016

Average account balance

$443,024

+48.9% from 2016

Annual return

17.64%

+10.03 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$3.51M

Not enough data

1 years with asset history on file

Average account balance

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

$585K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+16.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4194

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G3D2J2T2F

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$1319 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.298%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$443,024

$198,466+123.2%

$170,442+159.9%

$147,584+200.2%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

17.64%

257.29%-239.6pp

205.93%-188.3pp

578.55%-560.9pp

Employer contribution / active EE

$22,415

$6,184+262.5%

$5,433+312.6%

$4,876+359.7%

Participant deferral / active EE

$13,477

$5,629+139.4%

$4,939+172.8%

$5,439+147.8%

Admin fee / account holder

$1,319

$16,852-92.2%

$13,880-90.5%

$10,885-87.9%

WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYOMING VALLEY PATHOLOGY ASSOCIATES, P.C. 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