Retirement plan

FINISH LINE PHYSICAL THERAPY, P.C. 401(K) PLAN

Name: FINISH LINE PHYSICAL THERAPY, P.C. - FINISH LINE PHYSICAL THERAPY, P.C. 401(K) PLAN (2017) Form 5500
Creator: FINISH LINE PHYSICAL THERAPY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FINISH LINE PHYSICAL THERAPY, P.C. 401(K) PLAN, FINISH LINE PHYSICAL THERAPY, P.C.

FINISH LINE PHYSICAL THERAPY, P.C.EIN 20-8720051Plan #001PY 2017

119 WEST 23RD STREET, SUITE 304 - NEW YORK, NY 10011212-486-8573finishlinept.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.2M

+44.6% from 2016

Total participants

+8.3% from 2016

Average account balance

$67,914

+12.5% from 2016

Annual return

20.93%

+12.53 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

190.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3564

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 codes2E2F2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$67,914

$198,457-65.8%

$170,435-60.2%

$147,586-54.0%

Participation rate

61.9%

88.0%-26.1pp

83.6%-21.7pp

82.8%-20.9pp

Annual return

20.93%

257.30%-236.4pp

205.94%-185.0pp

578.59%-557.7pp

Employer contribution / active EE

$4,124

$6,183-33.3%

$5,432-24.1%

$4,876-15.4%

Participant deferral / active EE

$5,414

$5,629-3.8%

$4,939+9.6%

$5,439-0.5%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

FINISH LINE PHYSICAL THERAPY, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FINISH LINE PHYSICAL THERAPY, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion