Retirement plan

MELISSA KLINE CLEMENTS, MD PROFIT SHARING PLAN

Name: MELISSA K CLEMENTS, MD - MELISSA KLINE CLEMENTS, MD PROFIT SHARING PLAN (2017) Form 5500
Creator: MELISSA K CLEMENTS, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MELISSA KLINE CLEMENTS, MD PROFIT SHARING PLAN, MELISSA K CLEMENTS, MD

MELISSA K CLEMENTS, MDEIN 73-1306949Plan #001PY 2017

6301 WATERFORD BLVD, SUITE 100 - OKLAHOMA CITY, OK 73118405-843-7401

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+24.6% from 2016

Total participants

-12.5% from 2016

Average account balance

$166,712

+42.4% from 2016

Annual return

19.21%

+11.89 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$150

$38 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.013%

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

$166,712

$198,461-16.0%

$170,436-2.2%

$147,585+13.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

19.21%

257.30%-238.1pp

205.94%-186.7pp

578.57%-559.4pp

Employer contribution / active EE

$12,550

$6,184+103.0%

$5,433+131.0%

$4,876+157.4%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$21

$16,852-99.9%

$13,880-99.8%

$10,885-99.8%

MELISSA KLINE CLEMENTS, MD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MELISSA KLINE CLEMENTS, MD 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