Retirement plan

PHYSIOLOGIC INSTRUMENTS, INC 401K PROFIT SHARING PLAN

Name: PHYSIOLOGIC INSTRUMENTS, INC - PHYSIOLOGIC INSTRUMENTS, INC 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: PHYSIOLOGIC INSTRUMENTS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHYSIOLOGIC INSTRUMENTS, INC 401K PROFIT SHARING PLAN, PHYSIOLOGIC INSTRUMENTS, INC

PHYSIOLOGIC INSTRUMENTS, INCEIN 33-0674985Plan #001PY 2015

12335-6 WORLD TRADE DR. - SAN DIEGO, CA 92128858-451-8845

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$948K

No prior year

Total participants

No prior year

Average account balance

$237,096

No prior year

Annual return

-0.77%

No prior year

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$842K

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+5.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1737

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

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

$43K

$10706 / participant

Other / not subdivided$43K100.0%

% of EOY assets

4.515%

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

$237,096

$78,694+201.3%

$67,652+250.5%

$125,389+89.1%

Participation rate

100.0%

78.8%+21.2pp

75.7%+24.3pp

83.2%+16.8pp

Annual return

-0.77%

9.46%-10.2pp

6625.40%-6626.2pp

282.24%-283.0pp

Employer contribution / active EE

$3,182

$3,044+4.5%

$2,266+40.4%

$4,866-34.6%

Participant deferral / active EE

$10,210

$4,292+137.9%

$3,560+186.8%

$5,352+90.8%

Admin fee / account holder

$10,706

$7,403+44.6%

$4,821+122.1%

$9,541+12.2%

PHYSIOLOGIC INSTRUMENTS, INC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHYSIOLOGIC INSTRUMENTS, INC 401K 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