Retirement plan

SILICON VALLEY COMMUNITY HEALT 401(K) PROFIT SHARING PLAN AND TRUST

Name: SILICON VALLEY COMMUNITY HEALTHCARE RESOURCE, INC - SILICON VALLEY COMMUNITY HEALT 401(K) PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: SILICON VALLEY COMMUNITY HEALTHCARE RESOURCE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SILICON VALLEY COMMUNITY HEALT 401(K) PROFIT SHARING PLAN AND TRUST, SILICON VALLEY COMMUNITY HEALTHCARE RESOURCE, INC

SILICON VALLEY COMMUNITY HEALTHCARE RESOURCE, INCEIN 27-1280872Plan #001PY 2022

631 S. MILPITAS BLVD. - MILPITAS, CA 95035408-219-0489

Other plans on this EIN

1 filing

#002Retirement-$334K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$445K

+18.3% from 2021

Total participants

+6.3% from 2021

Average account balance

$31,799

+1.4% from 2021

Annual return

-11.57%

-32.04 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$574K

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

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

+4.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23363

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$7K

$675 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.516%

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

$31,799

$92,684-65.7%

$82,706-61.6%

$134,509-76.4%

Participation rate

70.0%

75.2%-5.2pp

72.6%-2.6pp

81.2%-11.2pp

Annual return

-11.57%

945.84%-957.4pp

701.76%-713.3pp

418.13%-429.7pp

Employer contribution / active EE

$3,572

$3,272+9.2%

$3,007+18.8%

$4,741-24.7%

Participant deferral / active EE

$7,658

$4,800+59.5%

$4,394+74.3%

$6,400+19.6%

Admin fee / account holder

$482

$5,982-91.9%

$5,329-91.0%

$11,427-95.8%

SILICON VALLEY COMMUNITY HEALT 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SILICON VALLEY COMMUNITY HEALT 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