Retirement plan

SOUTHEAST VETERINARY NEUROLOGY, P.A. 401(K) SAVINGS PLAN

Name: SOUTHEAST VETERINARY NEUROLOGY, P.A. - SOUTHEAST VETERINARY NEUROLOGY, P.A. 401(K) SAVINGS PLAN (2015) Form 5500
Creator: SOUTHEAST VETERINARY NEUROLOGY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHEAST VETERINARY NEUROLOGY, P.A. 401(K) SAVINGS PLAN, SOUTHEAST VETERINARY NEUROLOGY, P.A.

SOUTHEAST VETERINARY NEUROLOGY, P.A.EIN 80-0627709Plan #001PY 2015

9300 SW 40TH STREET - MIAMI, FL 33165305-274-2777sevneurology.comLinkedIn51-200 employeesveterinary

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$667K

No prior year

Total participants

No prior year

Average account balance

$60,623

No prior year

Annual return

-3.22%

No prior year

Benchmarks

See 103,913 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,913 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.86M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

39.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$387K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1905

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G2H2J3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$4K

$493 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.591%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,623

$127,386-52.4%

$115,037-47.3%

$125,391-51.7%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-3.22%

31.28%-34.5pp

26.14%-29.4pp

282.22%-285.4pp

Employer contribution / active EE

$12,977

$5,166+151.2%

$4,608+181.6%

$4,866+166.7%

Participant deferral / active EE

$5,843

$6,423-9.0%

$6,026-3.0%

$5,352+9.2%

Admin fee / account holder

$358

$9,516-96.2%

$8,175-95.6%

$9,540-96.2%

SOUTHEAST VETERINARY NEUROLOGY, P.A. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHEAST VETERINARY NEUROLOGY, P.A. 401(K) SAVINGS 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