Retirement plan

PHYSICIAN'S CHOICE INCORPORATED 401(K) PROFIT SHARING PLAN

Name: PHYSICIAN'S CHOICE INCORPORATED - PHYSICIAN'S CHOICE INCORPORATED 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PHYSICIAN'S CHOICE INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHYSICIAN'S CHOICE INCORPORATED 401(K) PROFIT SHARING PLAN, PHYSICIAN'S CHOICE INCORPORATED

PHYSICIAN'S CHOICE INCORPORATEDEIN 31-1545402Plan #001PY 2018

5130 PRINCETON GLENDALE ROAD - HAMILTON, OH 45011513-844-1608

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$830K

+2.5% from 2017

Total participants

-3.2% from 2017

Average account balance

$33,191

+6.6% from 2017

Annual return

-5.57%

-28.33 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

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

178.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2501

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$266 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.545%

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

$33,191

$180,459-81.6%

$154,108-78.5%

$135,380-75.5%

Participation rate

70.6%

87.4%-16.8pp

83.0%-12.4pp

82.6%-12.1pp

Annual return

-5.57%

888.21%-893.8pp

735.21%-740.8pp

519.81%-525.4pp

Employer contribution / active EE

$1,438

$6,035-76.2%

$5,298-72.9%

$4,779-69.9%

Participant deferral / active EE

$2,685

$5,806-53.8%

$5,081-47.1%

$5,609-52.1%

Admin fee / account holder

$181

$16,145-98.9%

$13,411-98.7%

$10,828-98.3%

PHYSICIAN'S CHOICE INCORPORATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHYSICIAN'S CHOICE INCORPORATED 401(K) 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