Retirement plan

DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN

Name: DONALD E. WONDERLY, M.D., P.C. - DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: DONALD E. WONDERLY, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN, DONALD E. WONDERLY, M.D., P.C.

DONALD E. WONDERLY, M.D., P.C.dba ACCENT ON WOMEN'S HEALTHEIN 43-1963036Plan #001PY 2017

1490 NW VALLEY VIEW DRIVE - ROSEBURG, OR 97471541-672-6525

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-30.3% from 2016

Total participants

-29.4% from 2016

Average account balance

$116,938

-21.0% from 2016

Annual return

18.56%

+15.84 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.97M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

600.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

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

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18456

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$1.3M

$111168 / participant

Other / not subdivided$1M100.0%

% of EOY assets

76.052%

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

$116,938

$198,457-41.1%

$170,435-31.4%

$147,586-20.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.56%

257.30%-238.7pp

205.94%-187.4pp

578.59%-560.0pp

Employer contribution / active EE

$3,514

$6,183-43.2%

$5,432-35.3%

$4,876-27.9%

Participant deferral / active EE

$3,433

$5,629-39.0%

$4,939-30.5%

$5,439-36.9%

Admin fee / account holder

$88,934

$16,852+427.7%

$13,881+540.7%

$10,886+717.0%

DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONALD E WONDERLY MD PC 401K 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