Retirement plan

VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC. - VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC.

VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC.EIN 94-2368045Plan #002PY 2017

P. O. BOX 3194 - NAPA, CA 94558707-256-3800

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+19.9% from 2016

Total participants

0.0% from 2016

Average account balance

$555,042

+19.9% from 2016

Annual return

11.10%

+3.63 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

Total assets (EOY)

Plan-year ending balance

$4.85M

Not enough data

1 years with asset history on file

Average account balance

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

$1.6M

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

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+8.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15339

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 codes2E2G2J2R2T3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$27K

$9029 / participant

Other / not subdivided$27K100.0%

% of EOY assets

1.220%

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

$555,042

$198,457+179.7%

$170,435+225.7%

$147,586+276.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

11.10%

257.30%-246.2pp

205.94%-194.8pp

578.59%-567.5pp

Employer contribution / active EE

$54,000

$6,183+773.3%

$5,432+894.0%

$4,876+1007.4%

Participant deferral / active EE

$2,000

$5,629-64.5%

$4,939-59.5%

$5,439-63.2%

Admin fee / account holder

$6,772

$16,852-59.8%

$13,881-51.2%

$10,886-37.8%

VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALLEY RADIOLOGICAL ASSOCIATES MEDICAL GROUP, INC. 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