Retirement plan

ALLIED ANESTHESIA ASSOCIATES, S.C. PROFIT-SHARING PLAN AND TRUST FOR CRNAS

Name: ALLIED ANESTHESIA ASSOCIATES, PC - ALLIED ANESTHESIA ASSOCIATES, S.C. PROFIT-SHARING PLAN AND TRUST FOR CRNAS (2020) Form 5500
Creator: ALLIED ANESTHESIA ASSOCIATES, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIED ANESTHESIA ASSOCIATES, S.C. PROFIT-SHARING PLAN AND TRUST FOR CRNAS, ALLIED ANESTHESIA ASSOCIATES, PC

ALLIED ANESTHESIA ASSOCIATES, PCEIN 36-4439751Plan #002PY 2020

387 SHUMAN BLVD, SUITE 240W - NAPERVILLE, IL 60563630-868-2200LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$18.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+25.5% from 2019

Total participants

+5.3% from 2019

Average account balance

$223,129

+19.2% from 2019

Annual return

12.30%

-5.51 pp from 2019

Benchmarks

See 102,125 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,125 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$7.66M

Not enough data

1 years with asset history on file

Average account balance

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

$479K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$528K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+10.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1176

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$7K

$460 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.165%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$223,129

$209,411+6.6%

$178,490+25.0%

$158,922+40.4%

Participation rate

100.0%

86.3%+13.7pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

12.30%

188.75%-176.4pp

151.07%-138.8pp

302.83%-290.5pp

Employer contribution / active EE

$15,084

$5,706+164.3%

$5,011+201.0%

$4,761+216.8%

Participant deferral / active EE

$14,246

$5,954+139.3%

$5,202+173.9%

$5,982+138.1%

Admin fee / account holder

$368

$17,074-97.8%

$13,984-97.4%

$11,246-96.7%

ALLIED ANESTHESIA ASSOCIATES, S.C. PROFIT-SHARING PLAN AND TRUST FOR CRNAS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIED ANESTHESIA ASSOCIATES, S.C. PROFIT-SHARING PLAN AND TRUST FOR CRNAS

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