Retirement plan

ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC. 401(K) PLAN

Name: ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC. - ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC. 401(K) PLAN (2018) Form 5500
Creator: ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC. 401(K) PLAN, ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC.

ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC.EIN 83-0417103Plan #001PY 2018

6850 GEARY BLVD. - SAN FRANCISCO, CA 94121415-751-6800LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

-2.4% from 2017

Total participants

-6.7% from 2017

Average account balance

$120,004

+12.6% from 2017

Annual return

-7.49%

-24.53 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.41M

Not enough data

1 years with asset history on file

Average account balance

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

$244K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10456

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 codes2E2F2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$11K

$1015 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.716%

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

$120,004

$180,462-33.5%

$154,111-22.1%

$135,379-11.4%

Participation rate

90.9%

87.4%+3.5pp

83.0%+7.9pp

82.6%+8.3pp

Annual return

-7.49%

888.17%-895.7pp

735.18%-742.7pp

519.79%-527.3pp

Employer contribution / active EE

$1,677

$6,036-72.2%

$5,298-68.3%

$4,779-64.9%

Participant deferral / active EE

$5,834

$5,806+0.5%

$5,081+14.8%

$5,609+4.0%

Admin fee / account holder

$859

$16,145-94.7%

$13,411-93.6%

$10,828-92.1%

ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASTHMA & ALLERGY CLINIC OF MARIN & SF, INC. 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