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 (2019) 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 2019

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-$1.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+50.4% from 2018

Total participants

+24.4% from 2018

Average account balance

$19,698

+23.0% from 2018

Annual return

18.79%

+24.45 pp from 2018

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.52M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

153.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$437K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11267

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2R3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$49K

$1442 / participant

Other / not subdivided$49K100.0%

% of EOY assets

4.524%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,698

$85,202-76.9%

$172,739-88.6%

$72,985-73.0%

Participation rate

97.1%

70.1%+27.0pp

82.6%+14.4pp

69.5%+27.6pp

Annual return

18.79%

27.32%-8.5pp

802.84%-784.1pp

81.00%-62.2pp

Employer contribution / active EE

$6,468

$3,324+94.6%

$5,143+25.8%

$2,440+165.1%

Participant deferral / active EE

$1,602

$3,260-50.9%

$5,198-69.2%

$3,607-55.6%

Admin fee / account holder

$891

$5,884-84.9%

$13,954-93.6%

$5,124-82.6%

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