Retirement plan

CAPE & ISLANDS PLASTIC SURGERY, P.C. PROFIT SHARING 401(K) PLAN

Name: CAPE & ISLANDS PLASTIC SURGERY, P.C. - CAPE & ISLANDS PLASTIC SURGERY, P.C. PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: CAPE & ISLANDS PLASTIC SURGERY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPE & ISLANDS PLASTIC SURGERY, P.C. PROFIT SHARING 401(K) PLAN, CAPE & ISLANDS PLASTIC SURGERY, P.C.

CAPE & ISLANDS PLASTIC SURGERY, P.C.EIN 45-2182632Plan #001PY 2016

26 GLEASON STREET - HYANNIS, MA 02601508-771-8967LinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$664K

+45.4% from 2015

Total participants

+900.0% from 2015

Average account balance

$66,419

+16.4% from 2015

Annual return

7.34%

+14.29 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.88M

Not enough data

1 years with asset history on file

Average account balance

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

$222K

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2161

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

$4K

$442 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.599%

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

$66,419

$181,896-63.5%

$156,551-57.6%

$273,972-75.8%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

7.34%

30.74%-23.4pp

32.23%-24.9pp

41.46%-34.1pp

Employer contribution / active EE

$10,650

$6,248+70.5%

$5,501+93.6%

$4,869+118.8%

Participant deferral / active EE

$8,686

$5,550+56.5%

$4,871+78.3%

$5,287+64.3%

Admin fee / account holder

$398

$15,560-97.4%

$13,028-96.9%

$10,133-96.1%

CAPE & ISLANDS PLASTIC SURGERY, P.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPE & ISLANDS PLASTIC SURGERY, P.C. PROFIT SHARING 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