Retirement plan

ROBERT F. NAPLES, D.O., INC. PROFIT SHARING PLAN & TRUST

Name: ROBERT F. NAPLES, D.O., INC. - ROBERT F. NAPLES, D.O., INC. PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: ROBERT F. NAPLES, D.O., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT F. NAPLES, D.O., INC. PROFIT SHARING PLAN & TRUST, ROBERT F. NAPLES, D.O., INC.

ROBERT F. NAPLES, D.O., INC.EIN 34-1484307Plan #001PY 2016

2249 ELM ROAD EXT. - CORTLAND, OH 44410330-372-1608LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+10.2% from 2015

Total participants

-19.2% from 2015

Average account balance

$223,345

+37.7% from 2015

Annual return

8.11%

+10.38 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

$8.11M

Not enough data

1 years with asset history on file

Average account balance

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

$405K

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.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2165

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

$34K

$1874 / participant

Other / not subdivided$34K100.0%

% of EOY assets

0.755%

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

$223,345

$181,896+22.8%

$156,551+42.7%

$273,972-18.5%

Participation rate

94.4%

88.4%+6.1pp

84.0%+10.4pp

83.0%+11.4pp

Annual return

8.11%

30.74%-22.6pp

32.23%-24.1pp

41.46%-33.3pp

Employer contribution / active EE

$1,376

$6,248-78.0%

$5,501-75.0%

$4,869-71.7%

Participant deferral / active EE

$3,790

$5,550-31.7%

$4,871-22.2%

$5,287-28.3%

Admin fee / account holder

$1,686

$15,560-89.2%

$13,028-87.1%

$10,133-83.4%

ROBERT F. NAPLES, D.O., INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT F. NAPLES, D.O., INC. PROFIT SHARING PLAN & TRUST

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