Retirement plan

CAPITAL HEALTHCARE PLANNING 401(K) PLAN

Name: CAPITAL HEALTHCARE PLANNING - CAPITAL HEALTHCARE PLANNING 401(K) PLAN (2017) Form 5500
Creator: CAPITAL HEALTHCARE PLANNING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL HEALTHCARE PLANNING 401(K) PLAN, CAPITAL HEALTHCARE PLANNING

CAPITAL HEALTHCARE PLANNINGEIN 76-0543295Plan #001PY 2017

50 BRIAR HOLLOW LN., STE. 590E - HOUSTON, TX 77027713-651-8095caphcp.comLinkedIn1-10 employeesmanagement consulting

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$809K

+25.4% from 2016

Total participants

0.0% from 2016

Average account balance

$115,518

+25.4% from 2016

Annual return

14.96%

+5.58 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

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

+19.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2194

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$259 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.192%

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

$115,518

$150,446-23.2%

$136,297-15.2%

$147,585-21.7%

Participation rate

50.0%

84.4%-34.4pp

81.9%-31.9pp

82.8%-32.8pp

Annual return

14.96%

1049.14%-1034.2pp

5156.19%-5141.2pp

578.58%-563.6pp

Employer contribution / active EE

$1,608

$5,256-69.4%

$4,696-65.7%

$4,876-67.0%

Participant deferral / active EE

$9,869

$6,631+48.8%

$6,247+58.0%

$5,439+81.5%

Admin fee / account holder

$222

$10,906-98.0%

$9,244-97.6%

$10,886-98.0%

CAPITAL HEALTHCARE PLANNING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL HEALTHCARE PLANNING 401(K) 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