Retirement plan

WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C. PROFIT SHARING PLAN

Name: WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C. - WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C. PROFIT SHARING PLAN, WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C.

WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C.EIN 84-0928330Plan #001PY 2016

PO BOX 1449 - WHEAT RIDGE, CO 800341449303-425-9245

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+27.0% from 2015

Total participants

+25.0% from 2015

Average account balance

$64,880

No prior year

Annual return

5.13%

+7.16 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.11M

Not enough data

1 years with asset history on file

Average account balance

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

$232K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$706K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4501

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 codes2E2G

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.

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

$20K

$651 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.861%

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

$64,880

$77,638-16.4%

$156,551-58.6%

$62,881+3.2%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

5.13%

50.33%-45.2pp

32.23%-27.1pp

20.14%-15.0pp

Employer contribution / active EE

$7,814

$3,444+126.9%

$5,501+42.0%

$2,281+242.6%

Participant deferral / active EE

$5,483

$3,046+80.0%

$4,871+12.6%

$3,203+71.2%

Admin fee / account holder

$558

$5,561-90.0%

$13,028-95.7%

$4,296-87.0%

WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTERN INFECTIOUS DISEASE CONSULTANTS, P.C. 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