Retirement plan

DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN

Name: DOVER PULMONARY ASSOCIATES, P.A. - DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN (2018) Form 5500
Creator: DOVER PULMONARY ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN, DOVER PULMONARY ASSOCIATES, P.A.

DOVER PULMONARY ASSOCIATES, P.A.EIN 05-0553544Plan #001PY 2018

508 LAKEHURST RD. #1A - TOMS RIVER, NJ 08755732-244-5864LinkedIn1-10 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$397K

-0.5% from 2017

Total participants

0.0% from 2017

Average account balance

$99,183

-0.5% from 2017

Annual return

-9.22%

-32.56 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$142K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$99,183

$180,459-45.0%

$154,108-35.6%

$135,380-26.7%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-9.22%

888.21%-897.4pp

735.21%-744.4pp

519.81%-529.0pp

Employer contribution / active EE

$3,408

$6,035-43.5%

$5,298-35.7%

$4,779-28.7%

Participant deferral / active EE

$8,167

$5,806+40.7%

$5,081+60.7%

$5,609+45.6%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DOVER PULMONARY ASSOCIATES, P.A. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion