Retirement plan

YONGQING FENG M.D. PROFESSIONAL CORPORATION 401(K) PLAN

Name: YONGQING FENG M.D. PROFESSIONAL CORPORATION - YONGQING FENG M.D. PROFESSIONAL CORPORATION 401(K) PLAN (2020) Form 5500
Creator: YONGQING FENG M.D. PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YONGQING FENG M.D. PROFESSIONAL CORPORATION 401(K) PLAN, YONGQING FENG M.D. PROFESSIONAL CORPORATION

YONGQING FENG M.D. PROFESSIONAL CORPORATIONEIN 46-2663979Plan #001PY 2020

18391 COLIMA ROAD, SUITE 208 - ROWLAND HEIGHTS, CA 91748626-688-3485

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$419K

+28.8% from 2019

Total participants

-33.3% from 2019

Average account balance

$209,692

+93.1% from 2019

Annual return

12.41%

-10.01 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$892K

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+11.59%

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 codes2J3D

Plan features

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

$2K

$1187 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.566%

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

$209,692

$209,422+0.1%

$178,503+17.5%

$158,982+31.9%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

12.41%

188.81%-176.4pp

151.12%-138.7pp

302.99%-290.6pp

Employer contribution / active EE

$1,800

$5,707-68.5%

$5,011-64.1%

$4,763-62.2%

Participant deferral / active EE

$26,000

$5,955+336.6%

$5,202+399.8%

$5,983+334.5%

Admin fee / account holder

$1,187

$17,079-93.1%

$13,987-91.5%

$11,252-89.5%

YONGQING FENG M.D. PROFESSIONAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YONGQING FENG M.D. PROFESSIONAL CORPORATION 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