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 (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$800K

+1.4% from 2017

Total participants

0.0% from 2017

Average account balance

$160,006

+21.7% from 2017

Annual return

-7.82%

-17.79 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

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

$6K

$1206 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.754%

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

$160,006

$95,979+66.7%

$74,551+114.6%

$135,380+18.2%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-7.82%

56.97%-64.8pp

32.53%-40.4pp

519.81%-527.6pp

Employer contribution / active EE

$1,147

$2,716-57.8%

$1,961-41.5%

$4,779-76.0%

Participant deferral / active EE

$13,451

$3,844+249.9%

$3,108+332.8%

$5,609+139.8%

Admin fee / account holder

$1,206

$6,522-81.5%

$5,059-76.2%

$10,828-88.9%

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