Retirement plan

AUGUSTO E HOYLE MD PA 401 K PROFIT SHARING PLAN TRUST

Name: AUGUSTO E HOYLE MD PA - AUGUSTO E HOYLE MD PA 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: AUGUSTO E HOYLE MD PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUGUSTO E HOYLE MD PA 401 K PROFIT SHARING PLAN TRUST, AUGUSTO E HOYLE MD PA

AUGUSTO E HOYLE MD PAEIN 65-0968792Plan #001PY 2018

6088 BITHER WAY - LAKE WORTH, FL 334678735561-732-8500LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$686K

+7.5% from 2017

Total participants

0.0% from 2017

Average account balance

$171,442

+88.0% from 2017

Annual return

-5.62%

-17.23 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$212K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

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

+6.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1025

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 codes2T3D2F2G2E2J

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$4K

$703 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.513%

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

$171,442

$180,459-5.0%

$154,108+11.2%

$135,380+26.6%

Participation rate

40.0%

87.4%-47.4pp

83.0%-43.0pp

82.6%-42.6pp

Annual return

-5.62%

888.21%-893.8pp

735.21%-740.8pp

519.81%-525.4pp

Employer contribution / active EE

$10,510

$6,035+74.2%

$5,298+98.4%

$4,779+119.9%

Participant deferral / active EE

$6,561

$5,806+13.0%

$5,081+29.1%

$5,609+17.0%

Admin fee / account holder

$879

$16,145-94.6%

$13,411-93.4%

$10,828-91.9%

AUGUSTO E HOYLE MD PA 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUGUSTO E HOYLE MD PA 401 K PROFIT SHARING PLAN TRUST

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