Retirement plan

FOOT AND ANKLE PAIN CLINIC 401(K) PLAN

Name: FOOT AND ANKLE PAIN CLINIC 401(K) PLAN - FOOT AND ANKLE PAIN CLINIC 401(K) PLAN (2018) Form 5500
Creator: FOOT AND ANKLE PAIN CLINIC 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOOT AND ANKLE PAIN CLINIC 401(K) PLAN, FOOT AND ANKLE PAIN CLINIC 401(K) PLAN

FOOT AND ANKLE PAIN CLINIC 401(K) PLANEIN 27-3940248Plan #001PY 2018

2075 INDIANAPOLIS BLVD - WHITING, IN 46394219-629-2846

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$228K

No prior year

Total participants

No prior year

Average account balance

$56,932

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$233K

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.

55.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

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

+15.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2502

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 codes2B2G2J3B3D

Plan features

2B
Target benefit plan
Defined contribution plan whose contribution formula is designed to fund a targeted benefit at retirement.
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

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

$3K

$640 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.406%

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

$56,932

$180,462-68.5%

$154,111-63.1%

$135,379-57.9%

Participation rate

80.0%

87.4%-7.4pp

83.0%-3.0pp

82.6%-2.6pp

Annual return

0.00%

888.17%-888.2pp

735.18%-735.2pp

519.79%-519.8pp

Employer contribution / active EE

$1,855

$6,036-69.3%

$5,298-65.0%

$4,779-61.2%

Participant deferral / active EE

$8,944

$5,806+54.0%

$5,081+76.0%

$5,609+59.5%

Admin fee / account holder

$801

$16,145-95.0%

$13,411-94.0%

$10,828-92.6%

FOOT AND ANKLE PAIN CLINIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOOT AND ANKLE PAIN CLINIC 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