Retirement plan

CLOVIS PEDIATRIC GROUP 401(K) PLAN

Name: AMAR SIDDIQUE MD - CLOVIS PEDIATRIC GROUP 401(K) PLAN (2021) Form 5500
Creator: AMAR SIDDIQUE MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLOVIS PEDIATRIC GROUP 401(K) PLAN, AMAR SIDDIQUE MD

AMAR SIDDIQUE MDEIN 46-5136852Plan #002PY 2021

726 MEDICAL CENTER DRIVE E 205 - CLOVIS, CA 93611559-900-3045

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$471K

+52.0% from 2020

Total participants

+20.0% from 2020

Average account balance

$94,149

+52.0% from 2020

Annual return

24.47%

+24.47 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$915K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

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

+19.42%

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$94,149

$217,432-56.7%

$185,849-49.3%

$167,536-43.8%

Participation rate

83.3%

86.1%-2.7pp

81.7%+1.6pp

82.1%+1.2pp

Annual return

24.47%

148.42%-123.9pp

122.10%-97.6pp

478.82%-454.3pp

Employer contribution / active EE

$6,094

$5,875+3.7%

$5,169+17.9%

$4,839+25.9%

Participant deferral / active EE

$8,102

$6,357+27.4%

$5,569+45.5%

$6,342+27.7%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

CLOVIS PEDIATRIC GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CLOVIS PEDIATRIC GROUP 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