Retirement plan

DR. BILL M. PARK OPTOMETRIST 401(K) PROFIT SHARING PLAN & TRUST

Name: DR. BILL M. PARK OPTOMETRIST PARK FAMILY EYE CARE - DR. BILL M. PARK OPTOMETRIST 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: DR. BILL M. PARK OPTOMETRIST PARK FAMILY EYE CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR. BILL M. PARK OPTOMETRIST 401(K) PROFIT SHARING PLAN & TRUST, DR. BILL M. PARK OPTOMETRIST PARK FAMILY EYE CARE

DR. BILL M. PARK OPTOMETRIST PARK FAMILY EYE CAREEIN 36-3187524Plan #001PY 2016

9 SO. LINCOLNWAY - NORTH AURORA, IL 60542630-844-2500

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$463K

+17.7% from 2015

Total participants

0.0% from 2015

Average account balance

$92,579

+17.7% from 2015

Annual return

4.27%

+4.37 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

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+6.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6059

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$552

$110 / participant

Other / not subdivided$552100.0%

% of EOY assets

0.119%

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

$92,579

$181,896-49.1%

$156,551-40.9%

$273,972-66.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

4.27%

30.74%-26.5pp

32.23%-28.0pp

41.46%-37.2pp

Employer contribution / active EE

$5,841

$6,248-6.5%

$5,501+6.2%

$4,869+20.0%

Participant deferral / active EE

$4,800

$5,550-13.5%

$4,871-1.5%

$5,287-9.2%

Admin fee / account holder

$110

$15,560-99.3%

$13,028-99.2%

$10,133-98.9%

DR. BILL M. PARK OPTOMETRIST 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR. BILL M. PARK OPTOMETRIST 401(K) 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