Retirement plan

CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC. 401(K) PLAN

Name: CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC. - CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC. 401(K) PLAN (2018) Form 5500
Creator: CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC. 401(K) PLAN, CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC.

CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC.EIN 27-1434580Plan #002PY 2018

18575 GALE AVE STE 168 - CITY OF INDUSTRY, CA 917481384626-810-0689LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$295K

+6.3% from 2017

Total participants

0.0% from 2017

Average account balance

$29,461

+6.3% from 2017

Annual return

-4.97%

-23.69 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$997K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

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

$22K

$2217 / participant

Other / not subdivided$22K100.0%

% of EOY assets

7.525%

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

$29,461

$180,459-83.7%

$154,108-80.9%

$135,380-78.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.97%

888.21%-893.2pp

735.21%-740.2pp

519.81%-524.8pp

Employer contribution / active EE

$1,473

$6,035-75.6%

$5,298-72.2%

$4,779-69.2%

Participant deferral / active EE

$3,864

$5,806-33.5%

$5,081-24.0%

$5,609-31.1%

Admin fee / account holder

$2,217

$16,145-86.3%

$13,411-83.5%

$10,828-79.5%

CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC. 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