Retirement plan

SUSANA RAYGADA D M D P C 401 K PROFIT SHARING PLAN TRUST

Name: SUSANA RAYGADA D M D P C - SUSANA RAYGADA D M D P C 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: SUSANA RAYGADA D M D P C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUSANA RAYGADA D M D P C 401 K PROFIT SHARING PLAN TRUST, SUSANA RAYGADA D M D P C

SUSANA RAYGADA D M D P CEIN 54-1266059Plan #002PY 2018

5211 LYNGATE CT - BURKE, VA 22015571-762-6002

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$921K

+6.5% from 2017

Total participants

+8.3% from 2017

Average account balance

$76,746

-2.4% from 2017

Annual return

-6.87%

-29.49 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

$2.32M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14368

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 codes2T2J2G3D2F2E

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$572

$48 / participant

Other / not subdivided$572100.0%

% of EOY assets

0.062%

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

$76,746

$180,459-57.5%

$154,108-50.2%

$135,380-43.3%

Participation rate

91.7%

87.4%+4.2pp

83.0%+8.6pp

82.6%+9.0pp

Annual return

-6.87%

888.21%-895.1pp

735.21%-742.1pp

519.81%-526.7pp

Employer contribution / active EE

$1,960

$6,035-67.5%

$5,298-63.0%

$4,779-59.0%

Participant deferral / active EE

$7,666

$5,806+32.0%

$5,081+50.9%

$5,609+36.7%

Admin fee / account holder

$48

$16,145-99.7%

$13,411-99.6%

$10,828-99.6%

SUSANA RAYGADA D M D P C 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUSANA RAYGADA D M D P C 401 K PROFIT SHARING PLAN TRUST

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