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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$901K

-7.9% from 2021

Total participants

0.0% from 2021

Average account balance

$180,188

-7.9% from 2021

Annual return

-14.84%

-22.73 pp from 2021

Benchmarks

See 21,402 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,402 peers

Snapshot2022

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 codes2E2F2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

$9K

$1836 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.019%

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

$180,188

$95,917+87.9%

$79,583+126.4%

$134,545+33.9%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

-14.84%

-2.70%-12.1pp

0.16%-15.0pp

418.37%-433.2pp

Employer contribution / active EE

$815

$3,129-74.0%

$2,414-66.2%

$4,742-82.8%

Participant deferral / active EE

$12,669

$4,694+169.9%

$3,986+217.9%

$6,401+97.9%

Admin fee / account holder

$1,836

$9,132-79.9%

$6,835-73.1%

$11,431-83.9%

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