Retirement plan

ANIMAS EYE CARE, PC 401(K) PROFIT SHARING PLAN

Name: ANIMAS EYE CARE, PC - ANIMAS EYE CARE, PC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ANIMAS EYE CARE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANIMAS EYE CARE, PC 401(K) PROFIT SHARING PLAN, ANIMAS EYE CARE, PC

ANIMAS EYE CARE, PCEIN 84-1548146Plan #001PY 2016

1845 MAIN AVE - DURANGO, CO 813015035970-259-1789animaseyecare.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+15.7% from 2015

Total participants

+33.3% from 2015

Average account balance

-100.0% from 2015

Annual return

5.59%

+1.13 pp from 2015

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

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$363K

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

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47008

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

5.59%

30.74%-25.1pp

32.23%-26.6pp

41.46%-35.9pp

Employer contribution / active EE

$17,583

$6,248+181.4%

$5,501+219.6%

$4,869+261.1%

Participant deferral / active EE

$7,443

$5,550+34.1%

$4,871+52.8%

$5,287+40.8%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

ANIMAS EYE CARE, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANIMAS EYE CARE, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion