Retirement plan

CHARLTON FAMILY PRACTICE, PC PROFIT SHARING 401(K) PLAN

Name: CHARLTON FAMILY PRACTICE, PC - CHARLTON FAMILY PRACTICE, PC PROFIT SHARING 401(K) PLAN (2018) Form 5500
Creator: CHARLTON FAMILY PRACTICE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARLTON FAMILY PRACTICE, PC PROFIT SHARING 401(K) PLAN, CHARLTON FAMILY PRACTICE, PC

CHARLTON FAMILY PRACTICE, PCEIN 04-3065644Plan #001PY 2018

246 SOUTHBRIDGE STREET - CHARLTON, MA 01507508-248-4801LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

-1.5% from 2017

Total participants

-28.6% from 2017

Average account balance

$174,114

-1.5% from 2017

Annual return

-5.12%

-17.26 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.26M

Not enough data

1 years with asset history on file

Average account balance

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

$283K

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

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+6.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1666

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$26K

$2576 / participant

Other / not subdivided$26K100.0%

% of EOY assets

1.479%

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

$174,114

$180,466-3.5%

$154,114+13.0%

$135,382+28.6%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.12%

888.15%-893.3pp

735.16%-740.3pp

519.77%-524.9pp

Employer contribution / active EE

$3,171

$6,035-47.5%

$5,298-40.1%

$4,779-33.6%

Participant deferral / active EE

$5,862

$5,806+1.0%

$5,081+15.4%

$5,609+4.5%

Admin fee / account holder

$2,576

$16,144-84.0%

$13,411-80.8%

$10,829-76.2%

CHARLTON FAMILY PRACTICE, PC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHARLTON FAMILY PRACTICE, PC PROFIT SHARING 401(K) 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