Retirement plan

MANULI INTERNAL MEDICINE, PLLC 401 K PROFIT SHARING PLAN

Name: MANULI INTERNAL MEDICINE, PLLC - MANULI INTERNAL MEDICINE, PLLC 401 K PROFIT SHARING PLAN (2017) Form 5500
Creator: MANULI INTERNAL MEDICINE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANULI INTERNAL MEDICINE, PLLC 401 K PROFIT SHARING PLAN, MANULI INTERNAL MEDICINE, PLLC

MANULI INTERNAL MEDICINE, PLLCEIN 56-2270215Plan #001PY 2017

104 MILL END COURT - ELIZABETH CITY, NC 27909manuliinternalmedicine.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$724K

+31.8% from 2016

Total participants

+25.0% from 2016

Average account balance

$72,408

+5.4% from 2016

Annual return

22.29%

+20.20 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$259

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$72,408

$198,462-63.5%

$170,439-57.5%

$147,585-50.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

22.29%

257.30%-235.0pp

205.94%-183.6pp

578.58%-556.3pp

Employer contribution / active EE

$1,071

$6,184-82.7%

$5,433-80.3%

$4,876-78.0%

Participant deferral / active EE

$4,128

$5,629-26.7%

$4,939-16.4%

$5,439-24.1%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

MANULI INTERNAL MEDICINE, PLLC 401 K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MANULI INTERNAL MEDICINE, PLLC 401 K PROFIT SHARING 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