Retirement plan

FALLBROOK-RANCHO SURGERY, A MEDICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST

Name: FALLBROOK RANCHO SURGERY - FALLBROOK-RANCHO SURGERY, A MEDICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: FALLBROOK RANCHO SURGERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FALLBROOK-RANCHO SURGERY, A MEDICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST, FALLBROOK RANCHO SURGERY

FALLBROOK RANCHO SURGERYEIN 95-3624302Plan #001PY 2016

25405 HANCOCK AVENUE, SUITE 202 - MURRIETA, CA 925625978951-698-4650LinkedIn1-10 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$653K

No prior year

Total participants

No prior year

Average account balance

$130,686

No prior year

Annual return

6.93%

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

$569K

Not enough data

1 years with asset history on file

Average account balance

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

$569K

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

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 codes2E2G2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$336

$67 / participant

Other / not subdivided$336100.0%

% of EOY assets

0.051%

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

$130,686

$181,896-28.2%

$156,551-16.5%

$273,972-52.3%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

6.93%

30.74%-23.8pp

32.23%-25.3pp

41.46%-34.5pp

Employer contribution / active EE

$2,342

$6,248-62.5%

$5,501-57.4%

$4,869-51.9%

Participant deferral / active EE

$7,274

$5,550+31.1%

$4,871+49.3%

$5,287+37.6%

Admin fee / account holder

$67

$15,560-99.6%

$13,028-99.5%

$10,133-99.3%

FALLBROOK-RANCHO SURGERY, A MEDICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALLBROOK-RANCHO SURGERY, A MEDICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST

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