Retirement plan

NEVADA RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN

Name: NEVADA RETINA ASSOCIATES, JARL C. NIELSEN, MD - NEVADA RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: NEVADA RETINA ASSOCIATES, JARL C. NIELSEN, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEVADA RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN, NEVADA RETINA ASSOCIATES, JARL C. NIELSEN, MD

NEVADA RETINA ASSOCIATES, JARL C. NIELSEN, MDEIN 88-0383202Plan #001PY 2017

610 SIERRA ROSE DRIVE - RENO, NV 89511775-356-7272

Other plans on this EIN

1 filing

#003Retirement-$896K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+14.8% from 2016

Total participants

-14.3% from 2016

Average account balance

$156,116

+33.9% from 2016

Annual return

12.20%

+5.06 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2A2E2J

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

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

$100K

$10004 / participant

Other / not subdivided$100K100.0%

% of EOY assets

3.560%

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

$156,116

$198,457-21.3%

$170,435-8.4%

$147,586+5.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

12.20%

257.30%-245.1pp

205.94%-193.7pp

578.59%-566.4pp

Employer contribution / active EE

$6,308

$6,183+2.0%

$5,432+16.1%

$4,876+29.4%

Participant deferral / active EE

$7,242

$5,629+28.6%

$4,939+46.6%

$5,439+33.2%

Admin fee / account holder

$5,558

$16,852-67.0%

$13,881-60.0%

$10,886-48.9%

NEVADA RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEVADA RETINA ASSOCIATES 401(K) 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