Retirement plan

EMPLOYEE BENEFIT PLAN OF CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION

Name: CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION - EMPLOYEE BENEFIT PLAN OF CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION (2020) Form 5500
Creator: CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION, CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION

CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATIONEIN 68-0461378Plan #001PY 2020

370 N WIGET LN STE 125 - WALNUT CREEK, CA 945982546925-932-9389

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$214K

+119.2% from 2019

Total participants

0.0% from 2019

Average account balance

$21,413

+119.2% from 2019

Annual return

27.32%

-50.77 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$655K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

61.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

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

+18.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1953

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 codes2F2G2T3D

Plan features

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$763

$69 / participant

Other / not subdivided$763100.0%

% of EOY assets

0.356%

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

$21,413

$209,428-89.8%

$178,498-88.0%

$158,950-86.5%

Participation rate

90.9%

86.4%+4.6pp

81.9%+9.0pp

82.0%+8.9pp

Annual return

27.32%

188.78%-161.5pp

151.09%-123.8pp

302.91%-275.6pp

Employer contribution / active EE

$2,816

$5,707-50.7%

$5,011-43.8%

$4,762-40.9%

Participant deferral / active EE

$5,408

$5,955-9.2%

$5,202+4.0%

$5,983-9.6%

Admin fee / account holder

$76

$17,077-99.6%

$13,985-99.5%

$11,248-99.3%

EMPLOYEE BENEFIT PLAN OF CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CHRISTINE LEE, MD, INC., A PROFESSIONAL CORPORATION

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