Retirement plan

DR TURGUT ZIA SC PROFIT SHARING PLAN

Name: DR TURGUT ZIA SC - DR TURGUT ZIA SC PROFIT SHARING PLAN (2019) Form 5500
Creator: DR TURGUT ZIA SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR TURGUT ZIA SC PROFIT SHARING PLAN, DR TURGUT ZIA SC

DR TURGUT ZIA SCEIN 27-1864271Plan #002PY 2019

2741 W LAYTON AVE STE 201 - MILWAUKEE, WI 532212600414-672-8053

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$606K

+27.4% from 2018

Total participants

+75.0% from 2018

Average account balance

$86,579

-27.2% from 2018

Annual return

18.43%

+31.56 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

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

+11.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$682

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 codes2J3D

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.
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

$10K

$1488 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.719%

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

$86,579

$202,342-57.2%

$172,753-49.9%

$152,909-43.4%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

18.43%

1029.88%-1011.5pp

803.00%-784.6pp

345.46%-327.0pp

Employer contribution / active EE

$2,373

$5,857-59.5%

$5,144-53.9%

$4,764-50.2%

Participant deferral / active EE

$4,430

$5,948-25.5%

$5,198-14.8%

$5,851-24.3%

Admin fee / account holder

$1,488

$17,112-91.3%

$13,956-89.3%

$11,601-87.2%

DR TURGUT ZIA SC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR TURGUT ZIA SC PROFIT SHARING 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