Retirement plan

CDISAR 401(K) PLAN

Name: CAPITAL DISTRICT INTERVENTIONAL SPINE AND - CDISAR 401(K) PLAN (2018) Form 5500
Creator: CAPITAL DISTRICT INTERVENTIONAL SPINE AND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CDISAR 401(K) PLAN, CAPITAL DISTRICT INTERVENTIONAL SPINE AND

CAPITAL DISTRICT INTERVENTIONAL SPINE ANDEIN 27-3584550Plan #001PY 2018

63 SHAKER ROAD, STE. #G04 - ALBANY, NY 12204518-487-4093capitalspine.netLinkedIn1-10 employeeshospital & health care

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$121K

+1106.4% from 2017

Total participants

+66.7% from 2017

Average account balance

$24,127

+141.3% from 2017

Annual return

880.27%

+880.27 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

$265K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$747

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$374

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

+1.50%

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 codes2E2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$24,127

$180,459-86.6%

$154,108-84.3%

$135,380-82.2%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

880.27%

888.21%-7.9pp

735.21%+145.1pp

519.81%+360.5pp

Employer contribution / active EE

$352

$6,035-94.2%

$5,298-93.4%

$4,779-92.6%

Participant deferral / active EE

$5,300

$5,806-8.7%

$5,081+4.3%

$5,609-5.5%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

CDISAR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CDISAR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion