Retirement plan

ALAN GREEN, MD INDIVIDUAL 401(K) PLAN

Name: ALAN GREEN, MD - ALAN GREEN, MD INDIVIDUAL 401(K) PLAN (2019) Form 5500
Creator: ALAN GREEN, MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALAN GREEN, MD INDIVIDUAL 401(K) PLAN, ALAN GREEN, MD

ALAN GREEN, MDEIN 27-5207019Plan #001PY 2019

2785 PACIFIC COAST HIGHWAY SUITE G - TORRANCE, CA 90505424-477-6874

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$450K

No prior year

Total participants

No prior year

Average account balance

$150,070

No prior year

Annual return

40.72%

No prior year

Benchmarks

See 104,312 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,312 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$307K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

-3.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1530

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 codes2E2G2J3D

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.
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

$118K

$39243 / participant

Other / not subdivided$118K100.0%

% of EOY assets

26.150%

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

$150,070

$202,345-25.8%

$172,755-13.1%

$152,885-1.8%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

40.72%

1029.77%-989.1pp

802.94%-762.2pp

345.39%-304.7pp

Employer contribution / active EE

$14,333

$5,858+144.7%

$5,144+178.6%

$4,763+200.9%

Participant deferral / active EE

$23,000

$5,948+286.7%

$5,198+342.5%

$5,851+293.1%

Admin fee / account holder

$39,243

$17,111+129.4%

$13,955+181.2%

$11,598+238.4%

ALAN GREEN, MD INDIVIDUAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALAN GREEN, MD INDIVIDUAL 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