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 (2018) 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 2018

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

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$792K

+2.0% from 2017

Total participants

+21.4% from 2017

Average account balance

$52,771

-25.2% from 2017

Annual return

-4.28%

-19.44 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

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

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 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$52,771

$180,462-70.8%

$154,111-65.8%

$135,379-61.0%

Participation rate

84.6%

87.4%-2.8pp

83.0%+1.6pp

82.6%+2.0pp

Annual return

-4.28%

888.17%-892.5pp

735.18%-739.5pp

519.79%-524.1pp

Employer contribution / active EE

$1,923

$6,036-68.1%

$5,298-63.7%

$4,779-59.8%

Participant deferral / active EE

$1,815

$5,806-68.7%

$5,081-64.3%

$5,609-67.6%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion