Retirement plan

EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC 401K PROFIT SHARING PLAN AND TRUST

Name: EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC - EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC 401K PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC 401K PROFIT SHARING PLAN AND TRUST, EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC

EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INCEIN 81-4149191Plan #001PY 2020

25151 N 89TH ST - SCOTTSDALE, AZ 852553675480-634-4449

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$184K

+99.8% from 2019

Total participants

0.0% from 2019

Average account balance

$92,205

+99.8% from 2019

Annual return

26.43%

-3.75 pp from 2019

Benchmarks

See 102,125 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,125 peers

Snapshot2020

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$478K

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.36%

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

See the 8-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 codes2E2G2J2R2T3D

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.
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

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

$1K

$516 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.560%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,205

$209,411-56.0%

$178,490-48.3%

$158,922-42.0%

Participation rate

100.0%

86.3%+13.7pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

26.43%

188.75%-162.3pp

151.07%-124.6pp

302.83%-276.4pp

Employer contribution / active EE

$20,414

$5,706+257.7%

$5,011+307.4%

$4,761+328.8%

Participant deferral / active EE

$13,436

$5,954+125.7%

$5,202+158.3%

$5,982+124.6%

Admin fee / account holder

$516

$17,074-97.0%

$13,984-96.3%

$11,246-95.4%

EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXECUTIVE CARDIAC ARRHYTHMIA SOLUTIONS INC 401K PROFIT SHARING PLAN AND 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