Retirement plan

PARIS IS ALWAYS A GOOD IDEA RETIREMENT PLAN

Name: CLINICA QUIROPRACTICA JARROT SIERRA LLC - PARIS IS ALWAYS A GOOD IDEA RETIREMENT PLAN (2018) Form 5500
Creator: CLINICA QUIROPRACTICA JARROT SIERRA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARIS IS ALWAYS A GOOD IDEA RETIREMENT PLAN, CLINICA QUIROPRACTICA JARROT SIERRA LLC

CLINICA QUIROPRACTICA JARROT SIERRA LLCEIN 66-0798343Plan #001PY 2018

AVE. JESUS T PINERO 1051, URB PUERTO NUEVO - SAN JUAN, PR 00920787-277-5966

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$325K

+111.1% from 2017

Total participants

-11.1% from 2017

Average account balance

$40,640

+137.5% from 2017

Annual return

19.49%

+6.28 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

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17812

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 codes2E2F2J3C

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).
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

$160

$20 / participant

Other / not subdivided$160100.0%

% of EOY assets

0.049%

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

$40,640

$180,459-77.5%

$154,108-73.6%

$135,380-70.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

19.49%

888.21%-868.7pp

735.21%-715.7pp

519.81%-500.3pp

Employer contribution / active EE

$11,943

$6,035+97.9%

$5,298+125.4%

$4,779+149.9%

Participant deferral / active EE

$5,693

$5,806-2.0%

$5,081+12.0%

$5,609+1.5%

Admin fee / account holder

$20

$16,145-99.9%

$13,411-99.9%

$10,828-99.8%

PARIS IS ALWAYS A GOOD IDEA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARIS IS ALWAYS A GOOD IDEA 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