Retirement plan

WILDWOOD FAMILY CLINIC, S.C. PROFIT SHARING PLAN

Name: WILDWOOD FAMILY CLINIC, S.C. - WILDWOOD FAMILY CLINIC, S.C. PROFIT SHARING PLAN (2017) Form 5500
Creator: WILDWOOD FAMILY CLINIC, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILDWOOD FAMILY CLINIC, S.C. PROFIT SHARING PLAN, WILDWOOD FAMILY CLINIC, S.C.

WILDWOOD FAMILY CLINIC, S.C.EIN 39-1505264Plan #001PY 2017

4901 COTTAGE GROVE ROAD - MADISON, WI 53716608-221-1501LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.5M

-9.0% from 2016

Total participants

+3.9% from 2016

Average account balance

$147,723

-13.7% from 2016

Annual return

15.26%

+5.22 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$27.33M

Not enough data

1 years with asset history on file

Average account balance

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

$244K

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.

112

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.

151.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$944K

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

+13.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9329

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.

Start for $4.99 See plans

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 codes2E2F2G2J2L2S2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3.7M

$63060 / participant

Other / not subdivided$4M100.0%

% of EOY assets

31.742%

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

$147,723

$84,233+75.4%

$170,442-13.3%

$70,131+110.6%

Participation rate

96.6%

70.8%+25.7pp

83.6%+13.0pp

69.5%+27.0pp

Annual return

15.26%

23.06%-7.8pp

205.93%-190.7pp

73.14%-57.9pp

Employer contribution / active EE

$5,283

$3,387+56.0%

$5,433-2.8%

$2,342+125.5%

Participant deferral / active EE

$4,639

$3,086+50.3%

$4,939-6.1%

$3,332+39.2%

Admin fee / account holder

$46,891

$5,698+722.9%

$13,880+237.8%

$4,645+909.4%

WILDWOOD FAMILY CLINIC, S.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILDWOOD FAMILY CLINIC, S.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