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, A MEDICAL CORPORATION - EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION
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, A MEDICAL CORPORATION

EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATIONEIN 33-0541978Plan #002PY 2017

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-$697K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$580K

+55.8% from 2016

Total participants

+20.0% from 2016

Average account balance

$16,116

+29.8% from 2016

Annual return

12.03%

-28.70 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$160 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.774%

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

$16,116

$84,236-80.9%

$170,435-90.5%

$70,126-77.0%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

12.03%

23.06%-11.0pp

205.94%-193.9pp

73.15%-61.1pp

Employer contribution / active EE

$4,734

$3,387+39.8%

$5,432-12.9%

$2,343+102.1%

Participant deferral / active EE

$1,208

$3,086-60.9%

$4,939-75.5%

$3,332-63.7%

Admin fee / account holder

$125

$5,698-97.8%

$13,881-99.1%

$4,645-97.3%

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