Retirement plan

METRO PHYSICAL THERAPY & SPORTS REHAB, LLP 401(K) PS PLAN

Name: METRO PHYSICAL THERAPY & SPORTS REHAB, LLP - METRO PHYSICAL THERAPY & SPORTS REHAB, LLP 401(K) PS PLAN (2015) Form 5500
Creator: METRO PHYSICAL THERAPY & SPORTS REHAB, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, METRO PHYSICAL THERAPY & SPORTS REHAB, LLP 401(K) PS PLAN, METRO PHYSICAL THERAPY & SPORTS REHAB, LLP

METRO PHYSICAL THERAPY & SPORTS REHAB, LLPEIN 13-4079934Plan #001PY 2015

4 EAST 84TH STREET - NEW YORK, NY 10028212-585-4444metrophysicaltherapynyc.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$551K

No prior year

Total participants

No prior year

Average account balance

$110,218

No prior year

Annual return

0.23%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$260K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2536

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$213 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.194%

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

$110,218

$82,630+33.4%

$64,105+71.9%

$125,389-12.1%

Participation rate

100.0%

75.9%+24.1pp

68.2%+31.8pp

83.2%+16.8pp

Annual return

0.23%

1489.72%-1489.5pp

791.24%-791.0pp

282.24%-282.0pp

Employer contribution / active EE

$1,455

$2,671-45.5%

$1,820-20.0%

$4,866-70.1%

Participant deferral / active EE

$12,930

$3,608+258.3%

$2,822+358.3%

$5,352+141.6%

Admin fee / account holder

$213

$6,382-96.7%

$4,499-95.3%

$9,541-97.8%

METRO PHYSICAL THERAPY & SPORTS REHAB, LLP 401(K) PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

METRO PHYSICAL THERAPY & SPORTS REHAB, LLP 401(K) PS 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