Retirement plan

CHRISTIANNE M YUNG MD, LTD

Name: CHRISTIANNE M YUNG MD, LTD - CHRISTIANNE M YUNG MD, LTD (2020) Form 5500
Creator: CHRISTIANNE M YUNG MD, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIANNE M YUNG MD, LTD, CHRISTIANNE M YUNG MD, LTD

CHRISTIANNE M YUNG MD, LTDEIN 88-0418235Plan #003PY 2020

2482 W HORIZON RIDGE PKWY STE 130 - HENDERSON, NV 890522726702-614-6868

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$336K

+106.6% from 2019

Total participants

0.0% from 2019

Average account balance

$47,947

+106.6% from 2019

Annual return

56.53%

+45.22 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.21M

Not enough data

1 years with asset history on file

Average account balance

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

$601K

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

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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

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

$4K

$547 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.140%

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

$47,947

$209,422-77.1%

$178,503-73.1%

$158,982-69.8%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

56.53%

188.81%-132.3pp

151.12%-94.6pp

302.99%-246.5pp

Employer contribution / active EE

$3,472

$5,707-39.2%

$5,011-30.7%

$4,763-27.1%

Participant deferral / active EE

$8,673

$5,955+45.6%

$5,202+66.7%

$5,983+44.9%

Admin fee / account holder

$547

$17,079-96.8%

$13,987-96.1%

$11,252-95.1%

CHRISTIANNE M YUNG MD, LTD

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTIANNE M YUNG MD, LTD

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