Retirement plan

WESTERN INFECTIOUS DISEASE CONSULTANTS PC PROFIT SHARING PLAN

Name: WESTERN INFECTIOUS DISEASE CONSULTANTS PC - WESTERN INFECTIOUS DISEASE CONSULTANTS PC PROFIT SHARING PLAN (2020) 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 2020

PO BOX 1449 - WHEAT RIDGE, CO 80034303-425-9245

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5M

+25.8% from 2019

Total participants

-9.5% from 2019

Average account balance

$130,280

+39.1% from 2019

Annual return

13.93%

-5.35 pp from 2019

Benchmarks

See 18,636 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,636 peers

Snapshot2020

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

$196K

$5147 / participant

Other / not subdivided$196K100.0%

% of EOY assets

3.951%

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

$130,280

$91,167+42.9%

$178,498-27.0%

$79,858+63.1%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

13.93%

24.19%-10.3pp

151.09%-137.2pp

31.72%-17.8pp

Employer contribution / active EE

$10,270

$3,255+215.5%

$5,011+104.9%

$2,471+315.6%

Participant deferral / active EE

$6,417

$3,236+98.3%

$5,202+23.4%

$3,740+71.6%

Admin fee / account holder

$5,147

$6,747-23.7%

$13,985-63.2%

$5,306-3.0%

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