Retirement plan

ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC 401(K) PROFIT SHARING PLAN

Name: ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC. - ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC 401(K) PROFIT SHARING PLAN, ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC.

ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC.EIN 95-3078648Plan #006PY 2016

39000 BOB HOPE DRIVE, SUITE 100 - RANCHO MIRAGE, CA 92270760-568-3595

Other plans on this EIN

1 filing

#005Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.3M

No prior year

Total participants

No prior year

Average account balance

$1,582,359

No prior year

Annual return

726.89%

No prior year

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

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$830K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34041

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 codes2E2G2J3D

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.
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

$6K

$1503 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.095%

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

$1,582,359

$181,896+769.9%

$156,551+910.8%

$273,972+477.6%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

726.89%

30.74%+696.2pp

32.23%+694.7pp

41.46%+685.4pp

Employer contribution / active EE

$3,196

$6,248-48.9%

$5,501-41.9%

$4,869-34.4%

Participant deferral / active EE

$16,500

$5,550+197.3%

$4,871+238.7%

$5,287+212.1%

Admin fee / account holder

$1,503

$15,560-90.3%

$13,028-88.5%

$10,133-85.2%

ALLERGY & ASTHMATIC DISEASES, A MEDICAL GROUP, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLERGY & ASTHMATIC DISEASES, A 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