Retirement plan

SHENANDOAH HEAD & NECK SPECIALISTS, PLC 401(K) PROFIT SHARING PLAN

Name: SHENANDOAH HEAD & NECK SPECIALISTS, PLC - SHENANDOAH HEAD & NECK SPECIALISTS, PLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SHENANDOAH HEAD & NECK SPECIALISTS, PLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHENANDOAH HEAD & NECK SPECIALISTS, PLC 401(K) PROFIT SHARING PLAN, SHENANDOAH HEAD & NECK SPECIALISTS, PLC

SHENANDOAH HEAD & NECK SPECIALISTS, PLCEIN 54-1977365Plan #001PY 2016

142 LINDEN DR, SUITE 106 - WINCHESTER, VA 22601540-722-7282shenandoahipa.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.3M

+17.1% from 2015

Total participants

+10.5% from 2015

Average account balance

$158,758

+5.9% from 2015

Annual return

12.81%

+15.34 pp from 2015

Benchmarks

See 109,100 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,100 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$264K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+7.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1392

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 codes2E2G2J2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$84 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.053%

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

$158,758

$181,898-12.7%

$156,552+1.4%

$273,970-42.1%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

12.81%

30.74%-17.9pp

32.23%-19.4pp

41.46%-28.6pp

Employer contribution / active EE

$3,031

$6,248-51.5%

$5,501-44.9%

$4,869-37.7%

Participant deferral / active EE

$2,846

$5,550-48.7%

$4,871-41.6%

$5,287-46.2%

Admin fee / account holder

$84

$15,560-99.5%

$13,028-99.4%

$10,132-99.2%

SHENANDOAH HEAD & NECK SPECIALISTS, PLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHENANDOAH HEAD & NECK SPECIALISTS, PLC 401(K) PROFIT SHARING 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