Retirement plan

CHATTANOOGA EYE INSTITUTE P.C. 401(K) PROFIT SHARING PLAN

Name: CHATTANOOGA EYE INSTITUTE, P.C. - CHATTANOOGA EYE INSTITUTE P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CHATTANOOGA EYE INSTITUTE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHATTANOOGA EYE INSTITUTE P.C. 401(K) PROFIT SHARING PLAN, CHATTANOOGA EYE INSTITUTE, P.C.

CHATTANOOGA EYE INSTITUTE, P.C.EIN 62-1568150Plan #003PY 2017

5715 CORNELISON ROAD, 6600 BUILDING - CHATTANOOGA, TN 374115661423-892-3937chatteye.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.5M

+14.9% from 2016

Total participants

+15.0% from 2016

Average account balance

$64,155

-0.1% from 2016

Annual return

7.30%

+1.67 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

140.9%

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

+15.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3497

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

See the 10-year trajectory. $4.99 for your first month.

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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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$224 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.228%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,155

$198,466-67.7%

$170,442-62.4%

$147,584-56.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

7.30%

257.29%-250.0pp

205.93%-198.6pp

578.55%-571.3pp

Employer contribution / active EE

$2,092

$6,184-66.2%

$5,433-61.5%

$4,876-57.1%

Participant deferral / active EE

$4,573

$5,629-18.8%

$4,939-7.4%

$5,439-15.9%

Admin fee / account holder

$146

$16,852-99.1%

$13,880-98.9%

$10,885-98.7%

CHATTANOOGA EYE INSTITUTE P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHATTANOOGA EYE INSTITUTE P.C. 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