Retirement plan

PERPETUAL CHIROPRACTIC PHYS. OF NEVADA RETIREMENT PLAN

Name: PERPETUAL CHIROPRACTIC PHYSICIANS OF NEVADA - PERPETUAL CHIROPRACTIC PHYS. OF NEVADA RETIREMENT PLAN (2021) Form 5500
Creator: PERPETUAL CHIROPRACTIC PHYSICIANS OF NEVADA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERPETUAL CHIROPRACTIC PHYS. OF NEVADA RETIREMENT PLAN, PERPETUAL CHIROPRACTIC PHYSICIANS OF NEVADA

PERPETUAL CHIROPRACTIC PHYSICIANS OF NEVADAEIN 88-0463876Plan #001PY 2021

3047 S. DECATUR BLVD. - LAS VEGAS, NV 89102702-222-3288

Other plans on this EIN

1 filing

#002Retirement-$599K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$340K

+33.7% from 2020

Total participants

-28.6% from 2020

Average account balance

$85,068

+100.5% from 2020

Annual return

13.45%

-1.58 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$799K

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5467

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 codes2D2E2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$9K

$2358 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.772%

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

$85,068

$217,432-60.9%

$185,849-54.2%

$167,536-49.2%

Participation rate

75.0%

86.1%-11.1pp

81.7%-6.7pp

82.1%-7.1pp

Annual return

13.45%

148.42%-135.0pp

122.10%-108.6pp

478.82%-465.4pp

Employer contribution / active EE

$1,343

$5,875-77.1%

$5,169-74.0%

$4,839-72.2%

Participant deferral / active EE

$13,000

$6,357+104.5%

$5,569+133.4%

$6,342+105.0%

Admin fee / account holder

$2,358

$19,818-88.1%

$16,244-85.5%

$12,315-80.9%

PERPETUAL CHIROPRACTIC PHYS. OF NEVADA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERPETUAL CHIROPRACTIC PHYS. OF NEVADA RETIREMENT 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