Retirement plan

SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

Name: SOUTHPOINTE PEDIATRICS, P.C. - SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: SOUTHPOINTE PEDIATRICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN, SOUTHPOINTE PEDIATRICS, P.C.

SOUTHPOINTE PEDIATRICS, P.C.EIN 35-1996405Plan #001PY 2015

8851 SOUTHPOINTE DRIVE, SUITE C-1 - INDIANAPOLIS, IN 462275018317-887-3344southpointepeds.netLinkedIn11-50 employeeshospital & health care

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$280,797

No prior year

Annual return

-0.89%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.47M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

30.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+15.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$280,797

$168,635+66.5%

$147,617+90.2%

$125,389+123.9%

Participation rate

23.5%

88.8%-65.2pp

84.6%-61.1pp

83.2%-59.7pp

Annual return

-0.89%

77.65%-78.5pp

61.98%-62.9pp

282.24%-283.1pp

Employer contribution / active EE

$1,881

$6,252-69.9%

$5,564-66.2%

$4,866-61.3%

Participant deferral / active EE

$4,941

$5,507-10.3%

$4,895+0.9%

$5,352-7.7%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOUTHPOINTE PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion