Retirement plan

FEDERAL WAY WOMEN'S HEALTH CARE PROFIT-SHARING PLAN

Name: FEDERAL WAY WOMENS HEALTH CARE - FEDERAL WAY WOMEN'S HEALTH CARE PROFIT-SHARING PLAN (2016) Form 5500
Creator: FEDERAL WAY WOMENS HEALTH CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FEDERAL WAY WOMEN'S HEALTH CARE PROFIT-SHARING PLAN, FEDERAL WAY WOMENS HEALTH CARE

FEDERAL WAY WOMENS HEALTH CAREEIN 74-3170024Plan #001PY 2016

32114 FIRST AVENUE SOUTH, SUITE 203 - FEDERAL WAY, WA 98003253-838-0219federalwayobgyn.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh retiree %Low fidelity bond

How to read this page

Total assets (EOY)

$653K

+17.4% from 2015

Total participants

0.0% from 2015

Average account balance

$93,230

+17.4% from 2015

Annual return

2.91%

+3.30 pp from 2015

Benchmarks

See 109,100 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,100 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+27.93%

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 codes2E2G2J2R3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$228

$57 / participant

Other / not subdivided$228100.0%

% of EOY assets

0.035%

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

$93,230

$181,898-48.7%

$156,551-40.4%

$273,968-66.0%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

2.91%

30.74%-27.8pp

32.23%-29.3pp

41.45%-38.5pp

Employer contribution / active EE

$11,138

$6,248+78.3%

$5,501+102.5%

$4,869+128.8%

Participant deferral / active EE

$9,000

$5,550+62.2%

$4,871+84.8%

$5,287+70.2%

Admin fee / account holder

$33

$15,560-99.8%

$13,028-99.7%

$10,132-99.7%

FEDERAL WAY WOMEN'S HEALTH CARE PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FEDERAL WAY WOMEN'S HEALTH CARE 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