Retirement plan

IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP. PROFIT SHARING 401(K) PLAN

Name: IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP. - IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP. PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP. PROFIT SHARING 401(K) PLAN, IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP.

IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP.EIN 47-1081191Plan #001PY 2017

1434 IRVING STREET - SAN FRANCISCO, CA 94122415-664-0191

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$128K

+146.8% from 2016

Total participants

+62.5% from 2016

Average account balance

$12,841

-1.3% from 2016

Annual return

13.76%

+13.76 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$711K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

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

+6.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7052

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2J2T3D

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$233 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.815%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,841

$198,466-93.5%

$170,442-92.5%

$147,584-91.3%

Participation rate

70.0%

88.0%-18.0pp

83.6%-13.6pp

82.8%-12.8pp

Annual return

13.76%

257.29%-243.5pp

205.93%-192.2pp

578.55%-564.8pp

Employer contribution / active EE

$2,151

$6,184-65.2%

$5,433-60.4%

$4,876-55.9%

Participant deferral / active EE

$4,771

$5,629-15.2%

$4,939-3.4%

$5,439-12.3%

Admin fee / account holder

$233

$16,852-98.6%

$13,880-98.3%

$10,885-97.9%

IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IRVING PET HOSPITAL OF SAN FRANCISCO, A VETERINARY CORP. 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