Retirement plan

FAMILY PLANNING ASSOCIATES MEDICAL GROUP 401(K) PLAN

Name: REPRODUCTIVE CHOICE ARIZONA PLC - FAMILY PLANNING ASSOCIATES MEDICAL GROUP 401(K) PLAN (2019) Form 5500
Creator: REPRODUCTIVE CHOICE ARIZONA PLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAMILY PLANNING ASSOCIATES MEDICAL GROUP 401(K) PLAN, REPRODUCTIVE CHOICE ARIZONA PLC

REPRODUCTIVE CHOICE ARIZONA PLCEIN 20-1348699Plan #001PY 2019

1331 NORTH 7TH STREET, SUITE 225 - PHOENIX, AZ 85006602-553-0440

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+26.5% from 2018

Total participants

+10.0% from 2018

Average account balance

$136,427

+26.5% from 2018

Annual return

19.23%

+29.05 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.39M

Not enough data

1 years with asset history on file

Average account balance

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

$478K

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.

55.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+8.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6777

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$19K

$3858 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.414%

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

$136,427

$202,342-32.6%

$172,753-21.0%

$152,909-10.8%

Participation rate

80.0%

87.1%-7.1pp

82.6%-2.6pp

82.5%-2.5pp

Annual return

19.23%

1029.88%-1010.6pp

803.00%-783.8pp

345.46%-326.2pp

Employer contribution / active EE

$5,871

$5,857+0.2%

$5,144+14.1%

$4,764+23.2%

Participant deferral / active EE

$11,282

$5,948+89.7%

$5,198+117.1%

$5,851+92.8%

Admin fee / account holder

$1,929

$17,112-88.7%

$13,956-86.2%

$11,601-83.4%

FAMILY PLANNING ASSOCIATES MEDICAL GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FAMILY PLANNING ASSOCIATES MEDICAL GROUP 401(K) 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