Retirement plan

EDWARD J. MOSTONE, D.P.M. PENSION PLAN

Name: EDWARD J. MOSTONE, D.P.M. - EDWARD J. MOSTONE, D.P.M. PENSION PLAN (2019) Form 5500
Creator: EDWARD J. MOSTONE, D.P.M.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDWARD J. MOSTONE, D.P.M. PENSION PLAN, EDWARD J. MOSTONE, D.P.M.

EDWARD J. MOSTONE, D.P.M.EIN 04-3074264Plan #001PY 2019

425 SALEM STREET - MEDFORD, MA 02155617-547-3500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+20.5% from 2018

Total participants

0.0% from 2018

Average account balance

$203,300

+20.5% from 2018

Annual return

19.42%

+23.99 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$241K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+7.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1837

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 codes2C3B3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$20K

$4042 / participant

Other / not subdivided$20K100.0%

% of EOY assets

1.988%

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

$203,300

$202,342+0.5%

$172,753+17.7%

$152,909+33.0%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

19.42%

1029.88%-1010.5pp

803.00%-783.6pp

345.46%-326.0pp

Employer contribution / active EE

$5,901

$5,857+0.7%

$5,144+14.7%

$4,764+23.9%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,851-100.0%

Admin fee / account holder

$4,042

$17,112-76.4%

$13,956-71.0%

$11,601-65.2%

EDWARD J. MOSTONE, D.P.M. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDWARD J. MOSTONE, D.P.M. PENSION 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