Retirement plan

ABDUL DURRANI, M.D., S.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Name: ABDUL DURRANI, M.D., S.C. - ABDUL DURRANI, M.D., S.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ABDUL DURRANI, M.D., S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABDUL DURRANI, M.D., S.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST, ABDUL DURRANI, M.D., S.C.

ABDUL DURRANI, M.D., S.C.EIN 27-0087283Plan #001PY 2017

4824 GREEN BAY ROAD - KENOSHA, WI 53144262-658-3994

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$491K

+8.6% from 2016

Total participants

+9.1% from 2016

Average account balance

$40,886

-0.5% from 2016

Annual return

4.42%

-16.78 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$740K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

-0.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$772

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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$364 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.297%

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

$40,886

$198,461-79.4%

$170,436-76.0%

$147,585-72.3%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

4.42%

257.30%-252.9pp

205.94%-201.5pp

578.57%-574.1pp

Employer contribution / active EE

$1,419

$6,184-77.1%

$5,433-73.9%

$4,876-70.9%

Participant deferral / active EE

$3,288

$5,629-41.6%

$4,939-33.4%

$5,439-39.6%

Admin fee / account holder

$121

$16,852-99.3%

$13,880-99.1%

$10,885-98.9%

ABDUL DURRANI, M.D., S.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABDUL DURRANI, M.D., S.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

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