Retirement plan

TRS OF SAFWAT ISKANDER MD FAAP PLAN 401K PROFIT SHARING SAFE HARBOR GH1747

Name: SAFWAT ISKANDER M.D. FAAP - TRS OF SAFWAT ISKANDER MD FAAP PLAN 401K PROFIT SHARING SAFE HARBOR GH1747 (2018) Form 5500
Creator: SAFWAT ISKANDER M.D. FAAP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRS OF SAFWAT ISKANDER MD FAAP PLAN 401K PROFIT SHARING SAFE HARBOR GH1747, SAFWAT ISKANDER M.D. FAAP

SAFWAT ISKANDER M.D. FAAPEIN 36-3569058Plan #001PY 2018

400 N WALL ST STE 312 - KANKAKEE, IL 609012964815-933-3200

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$721K

-6.0% from 2017

Total participants

+33.3% from 2017

Average account balance

No prior year

Annual return

-10.82%

-24.91 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

$854K

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10944

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 codes2E2F2G2J2R

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$180,462-100.0%

$154,111-100.0%

$135,379-100.0%

Participation rate

0.0%

87.4%-87.4pp

83.0%-83.0pp

82.6%-82.6pp

Annual return

-10.82%

888.17%-899.0pp

735.18%-746.0pp

519.79%-530.6pp

Employer contribution / active EE

$2,879

$6,036-52.3%

$5,298-45.7%

$4,779-39.8%

Participant deferral / active EE

$6,288

$5,806+8.3%

$5,081+23.8%

$5,609+12.1%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

TRS OF SAFWAT ISKANDER MD FAAP PLAN 401K PROFIT SHARING SAFE HARBOR GH1747

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRS OF SAFWAT ISKANDER MD FAAP PLAN 401K PROFIT SHARING SAFE HARBOR GH1747

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