Retirement plan

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN

Name: ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSC - ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN (2018) Form 5500
Creator: ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN, ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSC

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR, PSCEIN 66-0797125Plan #001PY 2018

HIMA PLAZA I SUITE 515, 500 AVE DEGETAU - CAGUAS, PR 00725787-744-4865

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+12.1% from 2017

Total participants

+17.4% from 2017

Average account balance

$53,676

-4.5% from 2017

Annual return

-6.37%

-32.57 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.66M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$186K

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2745

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$211 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.392%

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

$53,676

$75,962-29.3%

$154,111-65.2%

$64,173-16.4%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-6.37%

30.32%-36.7pp

735.18%-741.5pp

7.63%-14.0pp

Employer contribution / active EE

$5,969

$3,350+78.2%

$5,298+12.7%

$2,381+150.7%

Participant deferral / active EE

$3,067

$3,175-3.4%

$5,081-39.6%

$3,470-11.6%

Admin fee / account holder

$211

$5,589-96.2%

$13,411-98.4%

$4,887-95.7%

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED HEMATOLOGY & ONCOLOGY GROUP OF PR RETIREMENT 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