Retirement plan

JERRY ORTHOPAEDIC INSTITUTE PL 401 K PROFIT SHARING PLAN TRUST

Name: JERRY ORTHOPAEDIC INSTITUTE PL - JERRY ORTHOPAEDIC INSTITUTE PL 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: JERRY ORTHOPAEDIC INSTITUTE PL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERRY ORTHOPAEDIC INSTITUTE PL 401 K PROFIT SHARING PLAN TRUST, JERRY ORTHOPAEDIC INSTITUTE PL

JERRY ORTHOPAEDIC INSTITUTE PLEIN 81-3989010Plan #001PY 2018

600 FORT STREET SUITE 100 - PORT HURON, MI 48060810-987-9871

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$68K

+108.5% from 2017

Total participants

+40.0% from 2017

Average account balance

$5,231

-35.8% from 2017

Annual return

-16.73%

-16.73 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.39%

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 codes3D2F2G2T2E2J

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$58

$6 / participant

Other / not subdivided$58100.0%

% of EOY assets

0.085%

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

$5,231

$180,459-97.1%

$154,108-96.6%

$135,380-96.1%

Participation rate

90.0%

87.4%+2.6pp

83.0%+7.0pp

82.6%+7.4pp

Annual return

-16.73%

888.21%-904.9pp

735.21%-751.9pp

519.81%-536.5pp

Employer contribution / active EE

$1,606

$6,035-73.4%

$5,298-69.7%

$4,779-66.4%

Participant deferral / active EE

$2,478

$5,806-57.3%

$5,081-51.2%

$5,609-55.8%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

JERRY ORTHOPAEDIC INSTITUTE PL 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JERRY ORTHOPAEDIC INSTITUTE PL 401 K PROFIT SHARING PLAN 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