Retirement plan

DAWSON PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN

Name: DAWSON PEDIATRICS, P.C. - DAWSON PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: DAWSON PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAWSON PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN, DAWSON PEDIATRICS, P.C.

DAWSON PEDIATRICS, P.C.EIN 20-0831195Plan #001PY 2018

300 DAWSON COMMONS CIRCLE, SUITE 320 - DAWSONVILLE, GA 305346268706-216-2771dawsonpediatrics.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh retiree %High fees

How to read this page

Total assets (EOY)

$2.1M

+2.4% from 2017

Total participants

+14.3% from 2017

Average account balance

$90,520

-6.5% from 2017

Annual return

-3.22%

-18.19 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.70M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

145.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$45K

$2791 / participant

Other / not subdivided$45K100.0%

% of EOY assets

2.145%

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

$90,520

$180,462-49.8%

$154,111-41.3%

$135,379-33.1%

Participation rate

93.8%

87.4%+6.3pp

83.0%+10.7pp

82.6%+11.1pp

Annual return

-3.22%

888.17%-891.4pp

735.18%-738.4pp

519.79%-523.0pp

Employer contribution / active EE

$2,385

$6,036-60.5%

$5,298-55.0%

$4,779-50.1%

Participant deferral / active EE

$6,349

$5,806+9.3%

$5,081+25.0%

$5,609+13.2%

Admin fee / account holder

$1,941

$16,145-88.0%

$13,411-85.5%

$10,828-82.1%

DAWSON PEDIATRICS, P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAWSON PEDIATRICS, P. C. 401(K) PROFIT SHARING 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