Retirement plan

ADVANCED FAMILY VISION OPTOMETRY, INC. 401(K) PROFIT SHARING PLAN

Name: ADVANCED FAMILY VISION OPTOMETRY, INC. - ADVANCED FAMILY VISION OPTOMETRY, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ADVANCED FAMILY VISION OPTOMETRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED FAMILY VISION OPTOMETRY, INC. 401(K) PROFIT SHARING PLAN, ADVANCED FAMILY VISION OPTOMETRY, INC.

ADVANCED FAMILY VISION OPTOMETRY, INC.EIN 26-1405231Plan #001PY 2017

766 NEW LOS ANGELES AVE - MOORPARK, CA 93021805-523-3440moorparkvisioncenter.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$51K

+129.4% from 2016

Total participants

0.0% from 2016

Average account balance

$25,524

+129.4% from 2016

Annual return

22.26%

+22.26 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$319K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+15.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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 codes2J

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$25,524

$198,462-87.1%

$170,439-85.0%

$147,585-82.7%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

22.26%

257.30%-235.0pp

205.94%-183.7pp

578.58%-556.3pp

Employer contribution / active EE

$2,660

$6,184-57.0%

$5,433-51.0%

$4,876-45.5%

Participant deferral / active EE

$9,260

$5,629+64.5%

$4,939+87.5%

$5,439+70.3%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ADVANCED FAMILY VISION OPTOMETRY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ADVANCED FAMILY VISION OPTOMETRY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion