Retirement plan

GREENE.MD 401(K) PLAN

Name: RYAN M. GREENE MD PHD. PA - GREENE.MD 401(K) PLAN (2018) Form 5500
Creator: RYAN M. GREENE MD PHD. PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENE.MD 401(K) PLAN, RYAN M. GREENE MD PHD. PA

RYAN M. GREENE MD PHD. PAEIN 27-0522950Plan #001PY 2018

2731 EXECUTIVE PARK DRIVE, SUITE 1 - WESTON, FL 33331954-651-6600LinkedIn1-10 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$915K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$328K

+25.6% from 2017

Total participants

+11.1% from 2017

Average account balance

$36,400

+25.6% from 2017

Annual return

-11.38%

-29.38 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$287K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

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

+17.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1575

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 codes2E2F2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$281 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.514%

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

$36,400

$138,075-73.6%

$123,552-70.5%

$135,379-73.1%

Participation rate

83.3%

84.7%-1.4pp

82.3%+1.0pp

82.6%+0.7pp

Annual return

-11.38%

153.70%-165.1pp

119.20%-130.6pp

519.79%-531.2pp

Employer contribution / active EE

$8,675

$5,152+68.4%

$4,628+87.4%

$4,779+81.5%

Participant deferral / active EE

$7,675

$6,800+12.9%

$6,426+19.4%

$5,609+36.8%

Admin fee / account holder

$187

$10,917-98.3%

$9,285-98.0%

$10,828-98.3%

GREENE.MD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENE.MD 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