Retirement plan

MIDWEST HOSPITALISTS, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

Name: MIDWEST HOSPITALISTS, INC. - MIDWEST HOSPITALISTS, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST (2017) Form 5500
Creator: MIDWEST HOSPITALISTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MIDWEST HOSPITALISTS, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST, MIDWEST HOSPITALISTS, INC.

MIDWEST HOSPITALISTS, INC.EIN 36-4401958Plan #001PY 2017

778 FRONTAGE ROAD, #101 - NORTHFIELD, IL 600931209847-501-4622

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+134.5% from 2016

Total participants

+5.9% from 2016

Average account balance

$93,173

+121.5% from 2016

Annual return

113.36%

+102.49 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$671K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

237.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+41.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2J

Plan features

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).
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$275 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.181%

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

$93,173

$198,462-53.1%

$170,439-45.3%

$147,585-36.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

113.36%

257.30%-143.9pp

205.94%-92.6pp

578.58%-465.2pp

Employer contribution / active EE

$6,630

$6,184+7.2%

$5,433+22.0%

$4,876+36.0%

Participant deferral / active EE

$7,400

$5,629+31.5%

$4,939+49.8%

$5,439+36.1%

Admin fee / account holder

$168

$16,852-99.0%

$13,881-98.8%

$10,886-98.5%

MIDWEST HOSPITALISTS, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MIDWEST HOSPITALISTS, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN AND 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