Retirement plan

KIDDIE HEALTH PEDIATRICS, LLC

Name: KIDDIE HEALTH PEDIATRICS, LLC - KIDDIE HEALTH PEDIATRICS, LLC (2015) Form 5500
Creator: KIDDIE HEALTH PEDIATRICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIDDIE HEALTH PEDIATRICS, LLC, KIDDIE HEALTH PEDIATRICS, LLC

KIDDIE HEALTH PEDIATRICS, LLCEIN 37-1537161Plan #001PY 2015

1232 RACE ROAD, SUITE 303 - BALTIMORE, MD 21237410-687-0808kiddiehealth.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$322K

No prior year

Total participants

No prior year

Average account balance

$160,798

No prior year

Annual return

1.52%

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

$984K

Not enough data

1 years with asset history on file

Average account balance

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

$328K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

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

+16.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes3D2E2F2G2J

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$160,798

$168,635-4.6%

$147,617+8.9%

$125,389+28.2%

Participation rate

66.7%

88.8%-22.1pp

84.6%-18.0pp

83.2%-16.5pp

Annual return

1.52%

77.65%-76.1pp

61.98%-60.5pp

282.24%-280.7pp

Employer contribution / active EE

$5,233

$6,252-16.3%

$5,564-5.9%

$4,866+7.5%

Participant deferral / active EE

$6,204

$5,507+12.7%

$4,895+26.7%

$5,352+15.9%

Admin fee / account holder

$13,580-100.0%

$11,612-100.0%

$9,541-100.0%

KIDDIE HEALTH PEDIATRICS, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KIDDIE HEALTH PEDIATRICS, LLC

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