Retirement plan

WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C. 401K PROFIT SHARING PLAN AND TRUST

Name: WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C. - WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C. 401K PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C. 401K PROFIT SHARING PLAN AND TRUST, WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C.

WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C.EIN 74-3031533Plan #001PY 2018

610 S. MAPLE AVE., SUITE 5700 - OAK PARK, IL 603042808708-763-8381LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$722K

+0.9% from 2017

Total participants

0.0% from 2017

Average account balance

$180,508

+0.9% from 2017

Annual return

-8.57%

-22.64 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$923K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+33.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3716

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 codes2E2G2J2R

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

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$1377 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.763%

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

$180,508

$180,4620%

$154,111+17.1%

$135,379+33.3%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-8.57%

888.17%-896.7pp

735.18%-743.7pp

519.79%-528.4pp

Employer contribution / active EE

$5,144

$6,036-14.8%

$5,298-2.9%

$4,779+7.6%

Participant deferral / active EE

$11,825

$5,806+103.7%

$5,081+132.7%

$5,609+110.8%

Admin fee / account holder

$1,377

$16,145-91.5%

$13,411-89.7%

$10,828-87.3%

WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST SUBURBAN INFECTIOUS DISEASE SPECIALISTS, S.C. 401K PROFIT SHARING PLAN AND TRUST

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