Retirement plan

WESTERN INFECTIOUS DISEASE CONSULTANTS PC PROFIT SHARING PLAN

Name: WESTERN INFECTIOUS DISEASE CONSULTANTS PC - WESTERN INFECTIOUS DISEASE CONSULTANTS PC PROFIT SHARING PLAN (2018) Form 5500
Creator: WESTERN INFECTIOUS DISEASE CONSULTANTS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN INFECTIOUS DISEASE CONSULTANTS PC PROFIT SHARING PLAN, WESTERN INFECTIOUS DISEASE CONSULTANTS PC

WESTERN INFECTIOUS DISEASE CONSULTANTS PCEIN 84-0928330Plan #001PY 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+7.9% from 2017

Total participants

-5.4% from 2017

Average account balance

$86,354

+14.0% from 2017

Annual return

-7.49%

-19.59 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

$118K

$4070 / participant

Other / not subdivided$118K100.0%

% of EOY assets

3.905%

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

$86,354

$75,962+13.7%

$154,108-44.0%

$64,173+34.6%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

-7.49%

30.32%-37.8pp

735.21%-742.7pp

7.63%-15.1pp

Employer contribution / active EE

$11,000

$3,350+228.4%

$5,298+107.6%

$2,381+362.0%

Participant deferral / active EE

$6,793

$3,175+114.0%

$5,081+33.7%

$3,470+95.8%

Admin fee / account holder

$3,372

$5,589-39.7%

$13,411-74.9%

$4,887-31.0%

WESTERN INFECTIOUS DISEASE CONSULTANTS PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTERN INFECTIOUS DISEASE CONSULTANTS PC 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