Retirement plan

FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN

Name: FALLS VILLAGE VETERINARY HOSPITAL - FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: FALLS VILLAGE VETERINARY HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN, FALLS VILLAGE VETERINARY HOSPITAL

FALLS VILLAGE VETERINARY HOSPITALEIN 56-1936385Plan #001PY 2015

7005 HARPS MILLS ROAD - RALEIGH, NC 276153225919-847-0141raleighncvet.comLinkedIn11-50 employeesveterinary

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$542K

No prior year

Total participants

No prior year

Average account balance

$20,059

No prior year

Annual return

-0.67%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

204.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$179K

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

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$258

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 codes2E2F2G2J3D

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.
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

2 tripped

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

$7K

$357 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.253%

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

$20,059

$127,387-84.3%

$115,038-82.6%

$125,389-84.0%

Participation rate

89.5%

84.2%+5.3pp

81.4%+8.1pp

83.2%+6.3pp

Annual return

-0.67%

31.28%-31.9pp

26.14%-26.8pp

282.24%-282.9pp

Employer contribution / active EE

$1,449

$5,166-72.0%

$4,608-68.6%

$4,866-70.2%

Participant deferral / active EE

$2,052

$6,423-68.1%

$6,026-66.0%

$5,352-61.7%

Admin fee / account holder

$251

$9,516-97.4%

$8,175-96.9%

$9,541-97.4%

FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALLS VILLAGE VETERINARY HOSPITAL 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