Retirement plan

SAN FRANCISCO NEUROLOGY & SLEEP CENTER 401(K) PLAN

Name: SAN FRANCISCO NEUROLOGY AND SLEEP CENTER - SAN FRANCISCO NEUROLOGY & SLEEP CENTER 401(K) PLAN (2020) 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 401(K) PLAN, SAN FRANCISCO NEUROLOGY AND SLEEP CENTER

SAN FRANCISCO NEUROLOGY AND SLEEP CENTEREIN 45-1813879Plan #002PY 2020

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

Other plans on this EIN

1 filing

#001Retirement-$2.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$621K

+41.5% from 2019

Total participants

0.0% from 2019

Average account balance

$310,439

+41.5% from 2019

Annual return

27.91%

-46.15 pp from 2019

Benchmarks

See 102,116 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,116 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$264K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+19.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 codes2E2J2R3D

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$190

$190 / participant

Other / not subdivided$190100.0%

% of EOY assets

0.031%

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

$310,439

$209,405+48.2%

$178,486+73.9%

$158,931+95.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

27.91%

188.77%-160.9pp

151.08%-123.2pp

302.86%-275.0pp

Employer contribution / active EE

$2,505

$5,707-56.1%

$5,011-50.0%

$4,761-47.4%

Participant deferral / active EE

$57,000

$5,954+857.3%

$5,202+995.8%

$5,982+852.8%

Admin fee / account holder

$95

$17,076-99.4%

$13,985-99.3%

$11,247-99.2%

SAN FRANCISCO NEUROLOGY & SLEEP CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN FRANCISCO NEUROLOGY & SLEEP CENTER 401(K) 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