Retirement plan

RAPHAEL REISS A PHYSICIAN, P.C. 401K PLAN

Name: RAPHAEL REISS A PHYSICIAN, P.C. - RAPHAEL REISS A PHYSICIAN, P.C. 401K PLAN (2018) Form 5500
Creator: RAPHAEL REISS A PHYSICIAN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAPHAEL REISS A PHYSICIAN, P.C. 401K PLAN, RAPHAEL REISS A PHYSICIAN, P.C.

RAPHAEL REISS A PHYSICIAN, P.C.EIN 11-2772955Plan #002PY 2018

6905 YELLOWSTONE BLVD - FOREST HILLS, NY 11375718-544-8400LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+5.9% from 2017

Total participants

+17.6% from 2017

Average account balance

$121,644

-1.7% from 2017

Annual return

-2.23%

-10.52 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+1.96%

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 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

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

$13K

$666 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.782%

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

$121,644

$180,459-32.6%

$154,108-21.1%

$135,380-10.1%

Participation rate

70.0%

87.4%-17.4pp

83.0%-13.0pp

82.6%-12.6pp

Annual return

-2.23%

888.21%-890.4pp

735.21%-737.4pp

519.81%-522.0pp

Employer contribution / active EE

$1,929

$6,035-68.0%

$5,298-63.6%

$4,779-59.6%

Participant deferral / active EE

$5,268

$5,806-9.3%

$5,081+3.7%

$5,609-6.1%

Admin fee / account holder

$951

$16,145-94.1%

$13,411-92.9%

$10,828-91.2%

RAPHAEL REISS A PHYSICIAN, P.C. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAPHAEL REISS A PHYSICIAN, P.C. 401K 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