Retirement plan

WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN

Name: WYOMING OTOLARYNGOLOGY, INC. - WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN (2016) Form 5500
Creator: WYOMING OTOLARYNGOLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN, WYOMING OTOLARYNGOLOGY, INC.

WYOMING OTOLARYNGOLOGY, INC.EIN 83-0228210Plan #002PY 2016

2210 KING BLVD - CASPER, WY 82604307-577-4240wyomingotolaryngology.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$4M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-3.10%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.87M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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

$272K

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

+28.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1806

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return 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

$309K

$22054 / participant

Other / not subdivided$309K100.0%

% of EOY assets

7.655%

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

$181,896-100.0%

$156,551-100.0%

$273,972-100.0%

Participation rate

0.0%

88.4%-88.4pp

84.0%-84.0pp

83.0%-83.0pp

Annual return

-3.10%

30.74%-33.8pp

32.23%-35.3pp

41.46%-44.6pp

Employer contribution / active EE

$10,725

$6,248+71.7%

$5,501+95.0%

$4,869+120.3%

Participant deferral / active EE

$6,139

$5,550+10.6%

$4,871+26.0%

$5,287+16.1%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

WYOMING OTOLARYNGOLOGY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYOMING OTOLARYNGOLOGY 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