Retirement plan

NEERRAJAH RAMASWAMI, BDS, MS, MPH PLLC 401K PROFIT SHARING PLAN

Name: NEERRAJAH RAMASWAMI, BDS, MS, MPH, PLLC - NEERRAJAH RAMASWAMI, BDS, MS, MPH PLLC 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: NEERRAJAH RAMASWAMI, BDS, MS, MPH, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEERRAJAH RAMASWAMI, BDS, MS, MPH PLLC 401K PROFIT SHARING PLAN, NEERRAJAH RAMASWAMI, BDS, MS, MPH, PLLC

NEERRAJAH RAMASWAMI, BDS, MS, MPH, PLLCEIN 26-2847224Plan #001PY 2017

2277 SCIENCE PARKWAY, #2 - OKEMOS, MI 48864517-574-4688

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$481K

+48.3% from 2016

Total participants

+12.5% from 2016

Average account balance

$60,169

+48.3% from 2016

Annual return

18.31%

+11.63 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

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

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

+10.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1385

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 codes2E2J2F2G3D

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.
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

0 tripped

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

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

$60,169

$198,462-69.7%

$170,439-64.7%

$147,585-59.2%

Participation rate

85.7%

88.0%-2.3pp

83.6%+2.1pp

82.8%+2.9pp

Annual return

18.31%

257.30%-239.0pp

205.94%-187.6pp

578.58%-560.3pp

Employer contribution / active EE

$7,593

$6,184+22.8%

$5,433+39.8%

$4,876+55.7%

Participant deferral / active EE

$6,332

$5,629+12.5%

$4,939+28.2%

$5,439+16.4%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

NEERRAJAH RAMASWAMI, BDS, MS, MPH PLLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEERRAJAH RAMASWAMI, BDS, MS, MPH PLLC 401K 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