Retirement plan

TELEPSYCHIATRY, INC. 401(K) PROFIT SHARING PLAN

Name: TELEPSYCHIATRY, INC. - TELEPSYCHIATRY, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TELEPSYCHIATRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELEPSYCHIATRY, INC. 401(K) PROFIT SHARING PLAN, TELEPSYCHIATRY, INC.

TELEPSYCHIATRY, INC.EIN 33-0193074Plan #004PY 2017

7723 E LOLITA ST - ORANGE, CA 928691811949-718-3666

Other plans on this EIN

2 filings

#003Retirement-$1.2M assets #005Retirement-$1.0M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+15.8% from 2016

Total participants

0.0% from 2016

Average account balance

$739,460

+15.8% from 2016

Annual return

18.22%

+6.33 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.23M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62440

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$160K

$26667 / participant

Other / not subdivided$160K100.0%

% of EOY assets

3.606%

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

$739,460

$198,457+272.6%

$170,435+333.9%

$147,586+401.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.22%

257.30%-239.1pp

205.94%-187.7pp

578.59%-560.4pp

Employer contribution / active EE

$4,764

$6,183-23.0%

$5,432-12.3%

$4,876-2.3%

Participant deferral / active EE

$6,500

$5,629+15.5%

$4,939+31.6%

$5,439+19.5%

Admin fee / account holder

$26,667

$16,852+58.2%

$13,881+92.1%

$10,886+145.0%

TELEPSYCHIATRY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELEPSYCHIATRY, INC. 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