Retirement plan

QUAD CITIES AUDIOLOGY CONSULTANTS, P. C. PROFIT SHARING PLAN

Name: QUAD CITIES AUDIOLOGY CONSULTANTS, P.C. - QUAD CITIES AUDIOLOGY CONSULTANTS, P. C. PROFIT SHARING PLAN (2017) Form 5500
Creator: QUAD CITIES AUDIOLOGY CONSULTANTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUAD CITIES AUDIOLOGY CONSULTANTS, P. C. PROFIT SHARING PLAN, QUAD CITIES AUDIOLOGY CONSULTANTS, P.C.

QUAD CITIES AUDIOLOGY CONSULTANTS, P.C.EIN 36-3326371Plan #001PY 2017

2215 E. 52ND STREET - SUITE 2 - DAVENPORT, IA 52807563-355-7712

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$776K

+26.7% from 2016

Total participants

0.0% from 2016

Average account balance

$70,565

+72.7% from 2016

Annual return

15.15%

+5.98 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$111

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.

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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 codes2E2F2G2R3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$180 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.301%

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

$70,565

$198,466-64.4%

$170,442-58.6%

$147,584-52.2%

Participation rate

76.9%

88.0%-11.0pp

83.6%-6.7pp

82.8%-5.9pp

Annual return

15.15%

257.29%-242.1pp

205.93%-190.8pp

578.55%-563.4pp

Employer contribution / active EE

$3,243

$6,184-47.5%

$5,433-40.3%

$4,876-33.5%

Participant deferral / active EE

$2,183

$5,629-61.2%

$4,939-55.8%

$5,439-59.9%

Admin fee / account holder

$212

$16,852-98.7%

$13,880-98.5%

$10,885-98.0%

QUAD CITIES AUDIOLOGY CONSULTANTS, P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUAD CITIES AUDIOLOGY CONSULTANTS, P. C. 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