Retirement plan

HERB JOHNS, O.D., P.C. 401(K) RETIREMENT PLAN

Name: HERB JOHNS, O.D., .PC. - HERB JOHNS, O.D., P.C. 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: HERB JOHNS, O.D., .PC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HERB JOHNS, O.D., P.C. 401(K) RETIREMENT PLAN, HERB JOHNS, O.D., .PC.

HERB JOHNS, O.D., .PC.EIN 71-0880158Plan #001PY 2019

1010 HAWTHORNE AVE SE - SALEM, OR 97301503-371-7887LinkedIn11-50 employees

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$56K

+86.4% from 2018

Total participants

0.0% from 2018

Average account balance

$27,861

+86.4% from 2018

Annual return

7.56%

+9.74 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1761

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$147

$74 / participant

Other / not subdivided$147100.0%

% of EOY assets

0.264%

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

$27,861

$202,342-86.2%

$172,753-83.9%

$152,909-81.8%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

7.56%

1029.88%-1022.3pp

803.00%-795.4pp

345.46%-337.9pp

Employer contribution / active EE

$2,053

$5,857-65.0%

$5,144-60.1%

$4,764-56.9%

Participant deferral / active EE

$9,733

$5,948+63.6%

$5,198+87.3%

$5,851+66.3%

Admin fee / account holder

$74

$17,112-99.6%

$13,956-99.5%

$11,601-99.4%

HERB JOHNS, O.D., P.C. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HERB JOHNS, O.D., P.C. 401(K) 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