Retirement plan

TERESA MANN M.D., P.C. 401(K) PLAN

Name: TERESA MANN M.D., P.C. DBA PURE.DERMATOLOGY - TERESA MANN M.D., P.C. 401(K) PLAN (2015) Form 5500
Creator: TERESA MANN M.D., P.C. DBA PURE.DERMATOLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TERESA MANN M.D., P.C. 401(K) PLAN, TERESA MANN M.D., P.C. DBA PURE.DERMATOLOGY

TERESA MANN M.D., P.C. DBA PURE.DERMATOLOGYEIN 46-1991964Plan #001PY 2015

1188 N. 15TH AVENUE, SUITES 1 AND 2 - BOZEMAN, MT 59715406-586-7873puredermatologybozeman.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$156K

No prior year

Total participants

No prior year

Average account balance

$17,386

No prior year

Annual return

-4.15%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14207

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 codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$17,386

$168,635-89.7%

$147,617-88.2%

$125,389-86.1%

Participation rate

72.7%

88.8%-16.0pp

84.6%-11.9pp

83.2%-10.5pp

Annual return

-4.15%

77.65%-81.8pp

61.98%-66.1pp

282.24%-286.4pp

Employer contribution / active EE

$1,882

$6,252-69.9%

$5,564-66.2%

$4,866-61.3%

Participant deferral / active EE

$3,588

$5,507-34.8%

$4,895-26.7%

$5,352-32.9%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

TERESA MANN M.D., P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TERESA MANN M.D., P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion