Retirement plan

ORLANDO PHYSICAL THERAPY, P.C. 401(K) PLAN AND TRUST

Name: ORLANDO PHYSICAL THERAPY, P.C. - ORLANDO PHYSICAL THERAPY, P.C. 401(K) PLAN AND TRUST (2018) Form 5500
Creator: ORLANDO PHYSICAL THERAPY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORLANDO PHYSICAL THERAPY, P.C. 401(K) PLAN AND TRUST, ORLANDO PHYSICAL THERAPY, P.C.

ORLANDO PHYSICAL THERAPY, P.C.EIN 22-3848349Plan #001PY 2018

132 WASHINGTON STREET - HOBOKEN, NJ 07030201-876-0001orlandopt.comLinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$301K

+0.7% from 2017

Total participants

0.0% from 2017

Average account balance

$100,254

+0.7% from 2017

Annual return

-5.73%

-23.80 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.58%

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$210

$105 / participant

Other / not subdivided$210100.0%

% of EOY assets

0.070%

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

$100,254

$180,462-44.4%

$154,111-34.9%

$135,379-25.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-5.73%

888.17%-893.9pp

735.18%-740.9pp

519.79%-525.5pp

Employer contribution / active EE

$300

$6,036-95.0%

$5,298-94.3%

$4,779-93.7%

Participant deferral / active EE

$9,300

$5,806+60.2%

$5,081+83.0%

$5,609+65.8%

Admin fee / account holder

$70

$16,145-99.6%

$13,411-99.5%

$10,828-99.4%

ORLANDO PHYSICAL THERAPY, P.C. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORLANDO PHYSICAL THERAPY, P.C. 401(K) PLAN AND TRUST

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