Retirement plan

EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN

Name: EYE SITE SACRAMENTO MEDICAL GROUP, INC. - EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN (2018) Form 5500
Creator: EYE SITE SACRAMENTO MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN, EYE SITE SACRAMENTO MEDICAL GROUP, INC.

EYE SITE SACRAMENTO MEDICAL GROUP, INC.EIN 57-1185919Plan #002PY 2018

4925 J STREET - SACRAMENTO, CA 95819916-452-8105

Other plans on this EIN

1 filing

#003Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

-3.4% from 2017

Total participants

0.0% from 2017

Average account balance

$199,174

-3.4% from 2017

Annual return

-6.15%

-20.58 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.69M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$327K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$683

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 codes2E2G2J2R3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$23K

$2080 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.638%

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

$199,174

$180,462+10.4%

$154,111+29.2%

$135,379+47.1%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.15%

888.17%-894.3pp

735.18%-741.3pp

519.79%-525.9pp

Employer contribution / active EE

$6,339

$6,036+5.0%

$5,298+19.7%

$4,779+32.6%

Participant deferral / active EE

$4,859

$5,806-16.3%

$5,081-4.4%

$5,609-13.4%

Admin fee / account holder

$1,271

$16,145-92.1%

$13,411-90.5%

$10,828-88.3%

EYE SITE SACRAMENTO MEDICAL GRP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EYE SITE SACRAMENTO MEDICAL GRP, INC. 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