Retirement plan

SAN FRANCISCO NEUROLOGY & SLEEP CENTER RETIREMENT PLAN

Name: SAN FRANCISCO NEUROLOGY AND SLEEP CENTER - SAN FRANCISCO NEUROLOGY & SLEEP CENTER RETIREMENT PLAN (2018) Form 5500
Creator: SAN FRANCISCO NEUROLOGY AND SLEEP CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN FRANCISCO NEUROLOGY & SLEEP CENTER RETIREMENT PLAN, SAN FRANCISCO NEUROLOGY AND SLEEP CENTER

SAN FRANCISCO NEUROLOGY AND SLEEP CENTEREIN 45-1813879Plan #002PY 2018

950 STOCKTON ST. #368 - SAN FRANCISCO, CA 94108518-225-7273LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$215K

+9.7% from 2017

Total participants

-33.3% from 2017

Average account balance

$107,648

+64.5% from 2017

Annual return

-7.39%

-28.62 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

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$528K

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

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+12.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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 codes2R2E2J3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$45

$23 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.021%

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

$107,648

$180,459-40.3%

$154,108-30.1%

$135,380-20.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.39%

888.21%-895.6pp

735.21%-742.6pp

519.81%-527.2pp

Employer contribution / active EE

$7,516

$6,035+24.5%

$5,298+41.9%

$4,779+57.3%

Participant deferral / active EE

$9,250

$5,806+59.3%

$5,081+82.1%

$5,609+64.9%

Admin fee / account holder

$23

$16,145-99.9%

$13,411-99.8%

$10,828-99.8%

SAN FRANCISCO NEUROLOGY & SLEEP CENTER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN FRANCISCO NEUROLOGY & SLEEP CENTER RETIREMENT 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