Retirement plan

EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN

Name: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, - EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN, EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO,

EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO,EIN 33-0541978Plan #002PY 2016

5565 GROSSMONT CENTER DRIVE BLDG 3, SUITE 101 - LA MESA, CA 91942619-464-3353LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$356K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$372K

+205.1% from 2015

Total participants

+30.4% from 2015

Average account balance

$12,413

+133.9% from 2015

Annual return

40.73%

+40.73 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

143.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$358K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+53.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30197

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$324

$12 / participant

Other / not subdivided$324100.0%

% of EOY assets

0.087%

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

$12,413

$77,638-84.0%

$156,551-92.1%

$62,881-80.3%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

40.73%

50.33%-9.6pp

32.23%+8.5pp

20.14%+20.6pp

Employer contribution / active EE

$6,786

$3,444+97.0%

$5,501+23.4%

$2,281+197.5%

Participant deferral / active EE

$930

$3,046-69.5%

$4,871-80.9%

$3,203-71.0%

Admin fee / account holder

$11

$5,561-99.8%

$13,028-99.9%

$4,296-99.7%

EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION RETIREMENT SAVINGS 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