Retirement plan

LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN

Name: LAWRENCE L. JOHNSON, M.D., S.C. - LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN (2020) Form 5500
Creator: LAWRENCE L. JOHNSON, M.D., S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN, LAWRENCE L. JOHNSON, M.D., S.C.

LAWRENCE L. JOHNSON, M.D., S.C.EIN 36-3080549Plan #002PY 2020

3310 W. MAIN STREET, SUITE 115 - ST. CHARLES, IL 60175630-232-2885LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+12.4% from 2019

Total participants

+14.3% from 2019

Average account balance

$247,808

+2.7% from 2019

Annual return

11.86%

-5.83 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

$7.18M

Not enough data

1 years with asset history on file

Average account balance

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

$326K

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.

110.0%

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

$7K

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

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11741

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

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

$80K

$4228 / participant

Other / not subdivided$80K100.0%

% of EOY assets

1.410%

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

$247,808

$209,422+18.3%

$178,503+38.8%

$158,982+55.9%

Participation rate

94.7%

86.4%+8.4pp

81.9%+12.8pp

82.0%+12.8pp

Annual return

11.86%

188.81%-176.9pp

151.12%-139.3pp

302.99%-291.1pp

Employer contribution / active EE

$1,830

$5,707-67.9%

$5,011-63.5%

$4,763-61.6%

Participant deferral / active EE

$3,966

$5,955-33.4%

$5,202-23.8%

$5,983-33.7%

Admin fee / account holder

$3,493

$17,079-79.5%

$13,987-75.0%

$11,252-69.0%

LAWRENCE L. JOHNSON, M.D., S.C.PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAWRENCE L. JOHNSON, M.D., S.C.PS 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