Retirement plan

SOUTHEASTERN ORTHOPAEDICS, PC RETIREMENT PLAN

Name: SOUTHEASTERN ORTHOPAEDICS, PC - SOUTHEASTERN ORTHOPAEDICS, PC RETIREMENT PLAN (2018) Form 5500
Creator: SOUTHEASTERN ORTHOPAEDICS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHEASTERN ORTHOPAEDICS, PC RETIREMENT PLAN, SOUTHEASTERN ORTHOPAEDICS, PC

SOUTHEASTERN ORTHOPAEDICS, PCEIN 20-2283753Plan #001PY 2018

110 SHIRLEY AVE - DOUGLAS, GA 31533912-383-9789

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+1.1% from 2017

Total participants

-14.3% from 2017

Average account balance

$175,199

+57.2% from 2017

Annual return

-4.61%

-16.00 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

$3.65M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1981

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 codes2E2J2R

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.

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

$68K

$6163 / participant

Other / not subdivided$68K100.0%

% of EOY assets

4.299%

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

$175,199

$180,462-2.9%

$154,111+13.7%

$135,379+29.4%

Participation rate

72.7%

87.4%-14.7pp

83.0%-10.3pp

82.6%-9.9pp

Annual return

-4.61%

888.17%-892.8pp

735.18%-739.8pp

519.79%-524.4pp

Employer contribution / active EE

$5,504

$6,036-8.8%

$5,298+3.9%

$4,779+15.2%

Participant deferral / active EE

$2,543

$5,806-56.2%

$5,081-49.9%

$5,609-54.7%

Admin fee / account holder

$7,532

$16,145-53.3%

$13,411-43.8%

$10,828-30.4%

SOUTHEASTERN ORTHOPAEDICS, PC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHEASTERN ORTHOPAEDICS, PC RETIREMENT 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