Retirement plan

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN

Name: CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATION - CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN (2021) Form 5500
Creator: CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN, CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATION

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER A MEDICAL CORPORATIONEIN 68-0423032Plan #003PY 2021

5609 J STREET SUITE C - SACRAMENTO, CA 95819916-453-8696LinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+7.7% from 2020

Total participants

+7.0% from 2020

Average account balance

$40,962

+0.7% from 2020

Annual return

11.51%

-3.41 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.58M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

216.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3819

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 codes2E2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$313K

$11179 / participant

Other / not subdivided$313K100.0%

% of EOY assets

12.527%

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

$40,962

$95,406-57.1%

$185,849-78.0%

$85,847-52.3%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

11.51%

23.59%-12.1pp

122.10%-110.6pp

318.61%-307.1pp

Employer contribution / active EE

$3,637

$3,314+9.8%

$5,169-29.6%

$2,565+41.8%

Participant deferral / active EE

$3,836

$3,424+12.1%

$5,569-31.1%

$3,952-2.9%

Admin fee / account holder

$5,131

$7,214-28.9%

$16,244-68.4%

$6,261-18.0%

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL ALLERGY & RESPIRATORY DISEASE CENTER 401K 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