Retirement plan

DRS. SUGARMAN PERIODONTAL ASSOCIATES, P.C.EMPLOYEES PSP

Name: DRS. SUGARMAN, LANGSTON AND KRISHNA, LLC - DRS. SUGARMAN PERIODONTAL ASSOCIATES, P.C.EMPLOYEES PSP (2018) Form 5500
Creator: DRS. SUGARMAN, LANGSTON AND KRISHNA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRS. SUGARMAN PERIODONTAL ASSOCIATES, P.C.EMPLOYEES PSP, DRS. SUGARMAN, LANGSTON AND KRISHNA, LLC

DRS. SUGARMAN, LANGSTON AND KRISHNA, LLCEIN 13-4307448Plan #001PY 2018

4200 NORTHSIDE PARKWAY, BUILDING 5 - ATLANTA, GA 30327404-352-3123

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$880K

-88.6% from 2017

Total participants

+6.3% from 2017

Average account balance

$62,828

-86.9% from 2017

Annual return

-1.21%

-14.24 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$582K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29735

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$6.8M

$614744 / participant

Other / not subdivided$7M100.0%

% of EOY assets

768.793%

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

$62,828

$180,459-65.2%

$154,108-59.2%

$135,380-53.6%

Participation rate

72.7%

87.4%-14.7pp

83.0%-10.3pp

82.6%-9.9pp

Annual return

-1.21%

888.21%-889.4pp

735.21%-736.4pp

519.81%-521.0pp

Employer contribution / active EE

$1,284

$6,035-78.7%

$5,298-75.8%

$4,779-73.1%

Participant deferral / active EE

$1,926

$5,806-66.8%

$5,081-62.1%

$5,609-65.7%

Admin fee / account holder

$483,013

$16,145+2891.7%

$13,411+3501.5%

$10,828+4360.7%

DRS. SUGARMAN PERIODONTAL ASSOCIATES, P.C.EMPLOYEES PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRS. SUGARMAN PERIODONTAL ASSOCIATES, P.C.EMPLOYEES PSP

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