Retirement plan

KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC 401(K) PLAN

Name: KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC - KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC 401(K) PLAN (2017) Form 5500
Creator: KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC 401(K) PLAN, KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC

KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLCEIN 27-0597913Plan #002PY 2017

P.O. BOX 2595 - ELLICOTT CITY, MD 21041443-858-4947

Other plans on this EIN

1 filing

#001Retirement-$2.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$128K

No prior year

Total participants

No prior year

Average account balance

$42,539

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$346K

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

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+23.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1750

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 codes2E2F2T2J3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Admin total

$50

$17 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.039%

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

$42,539

$198,457-78.6%

$170,435-75.0%

$147,586-71.2%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

0.00%

257.30%-257.3pp

205.94%-205.9pp

578.59%-578.6pp

Employer contribution / active EE

$32,556

$6,183+426.5%

$5,432+499.3%

$4,876+567.6%

Participant deferral / active EE

$10,000

$5,629+77.6%

$4,939+102.5%

$5,439+83.9%

Admin fee / account holder

$17

$16,852-99.9%

$13,881-99.9%

$10,886-99.8%

KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC 401(K) 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