Retirement plan

EAST SUBURBAN OPHTHALMIC ASSOCIATES

Name: EAST SUBURBAN OPHTHALMIC ASSOCIATE - EAST SUBURBAN OPHTHALMIC ASSOCIATES (2016) Form 5500
Creator: EAST SUBURBAN OPHTHALMIC ASSOCIATE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAST SUBURBAN OPHTHALMIC ASSOCIATES, EAST SUBURBAN OPHTHALMIC ASSOCIATE

EAST SUBURBAN OPHTHALMIC ASSOCIATEEIN 25-1407616Plan #004PY 2016

2571 MOSSIDE BOULEVARD - MONROEVILLE, PA 15146412-856-8811esoa2020.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.3M

+12.8% from 2015

Total participants

0.0% from 2015

Average account balance

$236,904

+6.6% from 2015

Annual return

7.29%

+7.11 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.27M

Not enough data

1 years with asset history on file

Average account balance

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

$618K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1755

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 codes2E2R2J

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$456

$30 / participant

Other / not subdivided$456100.0%

% of EOY assets

0.011%

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

$236,904

$181,896+30.2%

$156,551+51.3%

$273,972-13.5%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.29%

30.74%-23.5pp

32.23%-24.9pp

41.46%-34.2pp

Employer contribution / active EE

$9,359

$6,248+49.8%

$5,501+70.1%

$4,869+92.2%

Participant deferral / active EE

$4,660

$5,550-16.0%

$4,871-4.3%

$5,287-11.9%

Admin fee / account holder

$25

$15,560-99.8%

$13,028-99.8%

$10,133-99.7%

EAST SUBURBAN OPHTHALMIC ASSOCIATES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAST SUBURBAN OPHTHALMIC ASSOCIATES

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