Retirement plan

VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP. PROFIT SHARING PLAN

Name: VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP. - VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP. PROFIT SHARING PLAN (2016) Form 5500
Creator: VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP. PROFIT SHARING PLAN, VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP.

VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP.EIN 33-0537255Plan #002PY 2016

6958 BROCKTON AVENUE - RIVERSIDE, CA 925014019951-784-6790

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+10.7% from 2015

Total participants

+20.0% from 2015

Average account balance

$345,828

-44.6% from 2015

Annual return

6.88%

+14.65 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.87M

Not enough data

1 years with asset history on file

Average account balance

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

$323K

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.

600.0%

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

+8.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14046

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 codes2E2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$18K

$4491 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.866%

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

$345,828

$181,896+90.1%

$156,551+120.9%

$273,972+26.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

6.88%

30.74%-23.9pp

32.23%-25.3pp

41.46%-34.6pp

Employer contribution / active EE

$18,089

$6,248+189.5%

$5,501+228.8%

$4,869+271.5%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$2,994

$15,560-80.8%

$13,028-77.0%

$10,133-70.5%

VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VINOD MISHRA, M.D., F.A.C.G., A PROFESSIONAL CORP. 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