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 (2019) 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 2019

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

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+19.1% from 2018

Total participants

0.0% from 2018

Average account balance

$119,282

-1.9% from 2018

Annual return

9.92%

+12.15 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

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

2 tripped

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).

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

$119,282

$202,342-41.0%

$172,753-31.0%

$152,909-22.0%

Participation rate

83.3%

87.1%-3.7pp

82.6%+0.7pp

82.5%+0.9pp

Annual return

9.92%

1029.88%-1020.0pp

803.00%-793.1pp

345.46%-335.5pp

Employer contribution / active EE

$2,245

$5,857-61.7%

$5,144-56.4%

$4,764-52.9%

Participant deferral / active EE

$6,411

$5,948+7.8%

$5,198+23.3%

$5,851+9.6%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RAPHAEL REISS A PHYSICIAN, P.C. 401K 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