Retirement plan

AUGUSTA ALLERGY & ASTHMA, LLC 401(K) PROFIT SHARING PLAN

Name: AUGUSTA ALLERGY AND ASTHMA, LLC - AUGUSTA ALLERGY & ASTHMA, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: AUGUSTA ALLERGY AND ASTHMA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUGUSTA ALLERGY & ASTHMA, LLC 401(K) PROFIT SHARING PLAN, AUGUSTA ALLERGY AND ASTHMA, LLC

AUGUSTA ALLERGY AND ASTHMA, LLCEIN 30-0712207Plan #001PY 2020

4350 TOWNE CENTRE DRIVE, SUITE 1500 - EVANS, GA 30809706-421-1700augusta-allergy.comLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$124K

+74.2% from 2019

Total participants

+20.0% from 2019

Average account balance

$10,343

+45.2% from 2019

Annual return

13.94%

+0.44 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$346K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1211

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 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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$858

$95 / participant

Other / not subdivided$858100.0%

% of EOY assets

0.691%

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

$10,343

$209,422-95.1%

$178,503-94.2%

$158,982-93.5%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

13.94%

188.81%-174.9pp

151.12%-137.2pp

302.99%-289.0pp

Employer contribution / active EE

$1,287

$5,707-77.4%

$5,011-74.3%

$4,763-73.0%

Participant deferral / active EE

$3,485

$5,955-41.5%

$5,202-33.0%

$5,983-41.8%

Admin fee / account holder

$72

$17,079-99.6%

$13,987-99.5%

$11,252-99.4%

AUGUSTA ALLERGY & ASTHMA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUGUSTA ALLERGY & ASTHMA, LLC 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