Retirement plan

REHABILITATION & PHYSICAL MEDICINE SPECIALIST, P.C.P/S/P AND TRUST

Name: REHABILITATION & PHYSICAL MEDICINE SPEC., PC - REHABILITATION & PHYSICAL MEDICINE SPECIALIST, P.C.P/S/P AND TRUST (2016) Form 5500
Creator: REHABILITATION & PHYSICAL MEDICINE SPEC., PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REHABILITATION & PHYSICAL MEDICINE SPECIALIST, P.C.P/S/P AND TRUST, REHABILITATION & PHYSICAL MEDICINE SPEC., PC

REHABILITATION & PHYSICAL MEDICINE SPEC., PCEIN 38-2617936Plan #001PY 2016

350 LAFAYETTE, SUITE 301 - GRAND RAPIDS, MI 49503616-459-0801LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.6M

+9.2% from 2015

Total participants

+7.1% from 2015

Average account balance

$816,443

+0.8% from 2015

Annual return

7.99%

+9.30 pp from 2015

Benchmarks

See 109,104 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,104 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.19M

Not enough data

1 years with asset history on file

Average account balance

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

$372K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

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

+9.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5791

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 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.

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$30K

$3787 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.285%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$816,443

$181,894+348.9%

$156,549+421.5%

$273,961+198.0%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

7.99%

30.74%-22.7pp

32.23%-24.2pp

41.45%-33.5pp

Employer contribution / active EE

$8,186

$6,248+31.0%

$5,501+48.8%

$4,869+68.1%

Participant deferral / active EE

$10,500

$5,550+89.2%

$4,871+115.6%

$5,287+98.6%

Admin fee / account holder

$2,331

$15,559-85.0%

$13,027-82.1%

$10,132-77.0%

REHABILITATION & PHYSICAL MEDICINE SPECIALIST, P.C.P/S/P AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REHABILITATION & PHYSICAL MEDICINE SPECIALIST, P.C.P/S/P AND TRUST

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