Retirement plan

PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C. 401(K) PROFIT SHARING PLAN

Name: PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C. - PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C. 401(K) PROFIT SHARING PLAN, PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C.

PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C.EIN 23-2828891Plan #002PY 2015

2603 KEISER BLVD STE 207 - WYOMISSING, PA 19610610-678-9200LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$79,773

No prior year

Annual return

2.34%

No prior year

Benchmarks

See 26,345 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,345 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.61M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

184.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

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

+25.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2041

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2J3D

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.
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

$12K

$777 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.859%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,773

$84,695-5.8%

$73,843+8.0%

$125,391-36.4%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

2.34%

3123.53%-3121.2pp

2267.84%-2265.5pp

282.22%-279.9pp

Employer contribution / active EE

$5,047

$3,123+61.6%

$2,787+81.0%

$4,866+3.7%

Participant deferral / active EE

$4,068

$3,992+1.9%

$3,583+13.5%

$5,352-24.0%

Admin fee / account holder

$685

$5,691-88.0%

$4,880-86.0%

$9,540-92.8%

PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, 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