Retirement plan

ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C. 401K RETIREMENT PLAN

Name: ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C. - ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C. 401K RETIREMENT PLAN (2020) Form 5500
Creator: ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C. 401K RETIREMENT PLAN, ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C.

ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C.EIN 03-0451055Plan #001PY 2020

35 LINCOLN STREET, SUITE 1 - FRAMINGTON, MA 01702508-620-9800allaboutwomen.coLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$38K assets

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$766K

+10.8% from 2019

Total participants

+7.7% from 2019

Average account balance

$54,691

+2.9% from 2019

Annual return

4.00%

-11.04 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

$881K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

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

+17.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27507

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 codes2E2G2J2T3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$11K

$1095 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.430%

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

$54,691

$209,422-73.9%

$178,503-69.4%

$158,982-65.6%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

4.00%

188.81%-184.8pp

151.12%-147.1pp

302.99%-299.0pp

Employer contribution / active EE

$3,001

$5,707-47.4%

$5,011-40.1%

$4,763-37.0%

Participant deferral / active EE

$2,775

$5,955-53.4%

$5,202-46.7%

$5,983-53.6%

Admin fee / account holder

$782

$17,079-95.4%

$13,987-94.4%

$11,252-93.0%

ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C. 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL ABOUT WOMEN SPECIALISTS IN OB/GYN, P.C. 401K 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