Retirement plan

FAMILY CHIROPRACTIC CLINIC, P.C. PROFIT SHARING PLAN

Name: FAMILY CHIROPRACTIC CLINIC, P.C. - FAMILY CHIROPRACTIC CLINIC, P.C. PROFIT SHARING PLAN (2018) Form 5500
Creator: FAMILY CHIROPRACTIC CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAMILY CHIROPRACTIC CLINIC, P.C. PROFIT SHARING PLAN, FAMILY CHIROPRACTIC CLINIC, P.C.

FAMILY CHIROPRACTIC CLINIC, P.C.EIN 39-1882525Plan #001PY 2018

918 KATHERINE AVE - ASHLAND, OH 44805419-282-0141familychiropracticcircleville.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$77K

+4.1% from 2017

Total participants

+25.0% from 2017

Average account balance

$19,178

+4.1% from 2017

Annual return

-5.00%

-21.97 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$115K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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 codes3D2E2F2G2T

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$744

$186 / participant

Other / not subdivided$744100.0%

% of EOY assets

0.970%

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

$19,178

$180,459-89.4%

$154,108-87.6%

$135,380-85.8%

Participation rate

75.0%

87.4%-12.4pp

83.0%-8.0pp

82.6%-7.6pp

Annual return

-5.00%

888.21%-893.2pp

735.21%-740.2pp

519.81%-524.8pp

Employer contribution / active EE

$1,677

$6,035-72.2%

$5,298-68.3%

$4,779-64.9%

Participant deferral / active EE

$5,806-100.0%

$5,081-100.0%

$5,609-100.0%

Admin fee / account holder

$186

$16,145-98.8%

$13,411-98.6%

$10,828-98.3%

FAMILY CHIROPRACTIC CLINIC, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FAMILY CHIROPRACTIC CLINIC, 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