Retirement plan

SOUTHWEST VETERINARY HOSPITAL PROFIT SHARING PLAN

Name: SOUTHWEST VETERINARY HOSPITAL, LTD. - RASMUSSON & SARGENT - SOUTHWEST VETERINARY HOSPITAL PROFIT SHARING PLAN (2017) Form 5500
Creator: SOUTHWEST VETERINARY HOSPITAL, LTD. - RASMUSSON & SARGENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHWEST VETERINARY HOSPITAL PROFIT SHARING PLAN, SOUTHWEST VETERINARY HOSPITAL, LTD. - RASMUSSON & SARGENT

SOUTHWEST VETERINARY HOSPITAL, LTD. - RASMUSSON & SARGENTEIN 26-1884034Plan #001PY 2017

960 MOANA LANE, SUITE 102 - RENO, NV 89509775-825-7984swvhreno.comLinkedIn11-50 employeesveterinary

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+22.8% from 2016

Total participants

-7.1% from 2016

Average account balance

$135,742

+32.3% from 2016

Annual return

13.65%

+10.02 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.24M

Not enough data

1 years with asset history on file

Average account balance

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

$276K

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

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5354

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 codes2E2J2R

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

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

$25K

$1904 / participant

Other / not subdivided$25K100.0%

% of EOY assets

1.403%

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

$135,742

$150,446-9.8%

$136,297-0.4%

$147,585-8.0%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

13.65%

1049.14%-1035.5pp

5156.19%-5142.5pp

578.58%-564.9pp

Employer contribution / active EE

$7,397

$5,256+40.7%

$4,696+57.5%

$4,876+51.7%

Participant deferral / active EE

$4,499

$6,631-32.1%

$6,247-28.0%

$5,439-17.3%

Admin fee / account holder

$1,904

$10,906-82.5%

$9,244-79.4%

$10,886-82.5%

SOUTHWEST VETERINARY HOSPITAL PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHWEST VETERINARY HOSPITAL 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