Retirement plan

RIXT LUIKENAAR, MD., PLLC, 401(K) PROFIT SHARING

Name: RIXT LUIKENAAR MD PLLC - RIXT LUIKENAAR, MD., PLLC, 401(K) PROFIT SHARING (2018) Form 5500
Creator: RIXT LUIKENAAR MD PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIXT LUIKENAAR, MD., PLLC, 401(K) PROFIT SHARING, RIXT LUIKENAAR MD PLLC

RIXT LUIKENAAR MD PLLCEIN 46-1715412Plan #001PY 2018

4500 S 2180 E SUITE 265 - HOLLADAY, UT 84117801-272-3909

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$208K

+47.3% from 2017

Total participants

+25.0% from 2017

Average account balance

$41,501

+17.8% from 2017

Annual return

-9.77%

-21.67 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

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

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

+89.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$216 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.520%

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

$41,501

$180,459-77.0%

$154,108-73.1%

$135,380-69.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-9.77%

888.21%-898.0pp

735.21%-745.0pp

519.81%-529.6pp

Employer contribution / active EE

$11,299

$6,035+87.2%

$5,298+113.3%

$4,779+136.4%

Participant deferral / active EE

$4,778

$5,806-17.7%

$5,081-6.0%

$5,609-14.8%

Admin fee / account holder

$216

$16,145-98.7%

$13,411-98.4%

$10,828-98.0%

RIXT LUIKENAAR, MD., PLLC, 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIXT LUIKENAAR, MD., PLLC, 401(K) PROFIT SHARING

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