Retirement plan

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

Name: METRO PHYSICAL THERAPY & SPORTS REHABILITATION, LLP - METRO PHYSICAL THERAPY & SPORTS REHAB, LLP 401(K) PS PLAN (2020) Form 5500
Creator: METRO PHYSICAL THERAPY & SPORTS REHABILITATION, 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 REHABILITATION, LLP

METRO PHYSICAL THERAPY & SPORTS REHABILITATION, LLPEIN 13-4079934Plan #001PY 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$897K

-9.5% from 2019

Total participants

0.0% from 2019

Average account balance

$149,486

-9.5% from 2019

Annual return

7.09%

-8.09 pp from 2019

Benchmarks

See 18,868 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,868 peers

Snapshot2020

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

$247K

$41139 / participant

Other / not subdivided$247K100.0%

% of EOY assets

27.521%

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

$149,486

$112,933+32.4%

$90,970+64.3%

$158,982-6.0%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

7.09%

215.82%-208.7pp

134.60%-127.5pp

302.99%-295.9pp

Employer contribution / active EE

$885

$2,893-69.4%

$2,122-58.3%

$4,763-81.4%

Participant deferral / active EE

$10,062

$4,128+143.8%

$3,373+198.3%

$5,983+68.2%

Admin fee / account holder

$41,139

$8,047+411.3%

$5,961+590.1%

$11,252+265.6%

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