Retirement plan

DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C. PROFIT SHARING PLAN

Name: DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C. - DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C. PROFIT SHARING PLAN (2020) Form 5500
Creator: DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C. PROFIT SHARING PLAN, DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C.

DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C.EIN 35-1333192Plan #001PY 2020

1200 SOUTH ROGERS ST. - BLOOMINGTON, IN 47403812-339-6434dcsionline.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+19.0% from 2019

Total participants

+1.8% from 2019

Average account balance

$98,655

+16.9% from 2019

Annual return

13.32%

-8.00 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.67M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

131.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$756K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3153

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 codes2E2G3D

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.
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

$77K

$1791 / participant

Other / not subdivided$77K100.0%

% of EOY assets

1.346%

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

$98,655

$91,198+8.2%

$178,503-44.7%

$79,856+23.5%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

13.32%

24.20%-10.9pp

151.12%-137.8pp

31.71%-18.4pp

Employer contribution / active EE

$4,693

$3,257+44.1%

$5,011-6.4%

$2,471+89.9%

Participant deferral / active EE

$3,399

$3,237+5.0%

$5,202-34.7%

$3,741-9.1%

Admin fee / account holder

$1,328

$6,748-80.3%

$13,987-90.5%

$5,306-75.0%

DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DERMATOLOGY CENTER OF SOUTHERN INDIANA, P.C. 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