Retirement plan

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN

Name: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC - ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN (2019) Form 5500
Creator: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN, ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLCEIN 38-1879370Plan #005PY 2019

2006 HOGBACK ROAD - ANN ARBOR, MI 48105734-263-2383a4anesthesia.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$112.7M

+23.4% from 2018

Total participants

288

+1.1% from 2018

Average account balance

$406,820

+16.7% from 2018

Annual return

21.49%

+25.95 pp from 2018

Benchmarks

See 5,343 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,343 peers

Snapshot2019

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.

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Analytics

Total assets (EOY)

Plan-year ending balance

$154.42M

Not enough data

1 years with asset history on file

Average account balance

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

$572K

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.

270

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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

1 years with F_SCH_H allocation on file

See the 10-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.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$10,928
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105	Direct payment from the plan; Securit...	$100
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO, INC. Service code 33	Securities brokerage; Direct payment ...	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2S2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15K

$70 / participant

Investment mgmt$4K25.3%
Other / not subdivided$11K74.7%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PLANTE AND MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$406,820

$52,953+668.3%

$172,739+135.5%

$65,185+524.1%

Participation rate

94.8%

66.2%+28.6pp

82.6%+12.2pp

70.2%+24.6pp

Annual return

21.49%

30.12%-8.6pp

802.84%-781.4pp

29.38%-7.9pp

Employer contribution / active EE

$19,697

$2,190+799.5%

$5,143+283.0%

$2,177+804.9%

Participant deferral / active EE

$13,552

$2,471+448.5%

$5,198+160.7%

$3,514+285.7%

Admin fee / account holder

$53

$472-88.7%

$13,954-99.6%

$847-93.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC5+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$10,928

CHARLES SCHWAB & CO., INC.2 years

Service code 33

211 MAIN STREET · SAN FRANCISCO, CA 94105

Direct payment from the plan; Securit...

$100

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO, INC.

Service code 33

Securities brokerage; Direct payment ...

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC 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