Retirement plan

FRANK J. SCHLEHR,MD PC 401(K) PROFIT SHARING PLAN

Name: FRANK J. SCHLEHR - FRANK J. SCHLEHR,MD PC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: FRANK J. SCHLEHR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANK J. SCHLEHR,MD PC 401(K) PROFIT SHARING PLAN, FRANK J. SCHLEHR

FRANK J. SCHLEHREIN 75-3176467Plan #001PY 2018

15 SOUTH FOREST - WILLIAMSVILLE, NY 142215229LinkedIn11-50 employeesmedical practice

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

-4.5% from 2017

Total participants

+11.1% from 2017

Average account balance

$122,680

-14.1% from 2017

Annual return

-6.72%

-31.99 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

287.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6014

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 codes2J

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$2K

$177 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.101%

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

$122,680

$180,466-32.0%

$154,114-20.4%

$135,382-9.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.72%

888.15%-894.9pp

735.16%-741.9pp

519.77%-526.5pp

Employer contribution / active EE

$2,910

$6,035-51.8%

$5,298-45.1%

$4,779-39.1%

Participant deferral / active EE

$1,321

$5,806-77.2%

$5,081-74.0%

$5,609-76.4%

Admin fee / account holder

$124

$16,144-99.2%

$13,411-99.1%

$10,829-98.9%

FRANK J. SCHLEHR,MD PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRANK J. SCHLEHR,MD PC 401(K) 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