Retirement plan

AFFILIATED DERMATOLOGISTS, S.C. 401(K) PROFIT SHARING PLAN

Name: AFFILIATED DERMATOLOGISTS, S.C. - AFFILIATED DERMATOLOGISTS, S.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: AFFILIATED DERMATOLOGISTS, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AFFILIATED DERMATOLOGISTS, S.C. 401(K) PROFIT SHARING PLAN, AFFILIATED DERMATOLOGISTS, S.C.

AFFILIATED DERMATOLOGISTS, S.C.EIN 39-1381117Plan #001PY 2017

13800 W. NORTH AVE. STE. 100 - BROOKFIELD, WI 530054974262-754-4488LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$12.2M

+23.3% from 2016

Total participants

102

+4.1% from 2016

Average account balance

$119,240

+18.5% from 2016

Annual return

18.40%

+9.62 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.97M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

106

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.

147.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$844K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11530

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 codes2E2F2G2J2T3D

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.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$44K

$701 / participant

Other / not subdivided$44K100.0%

% of EOY assets

0.363%

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

$119,240

$84,233+41.6%

$170,436-30.0%

$70,131+70.0%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

18.40%

23.06%-4.7pp

205.94%-187.5pp

73.14%-54.7pp

Employer contribution / active EE

$4,276

$3,387+26.2%

$5,433-21.3%

$2,342+82.5%

Participant deferral / active EE

$4,146

$3,086+34.4%

$4,939-16.1%

$3,332+24.4%

Admin fee / account holder

$433

$5,698-92.4%

$13,880-96.9%

$4,645-90.7%

AFFILIATED DERMATOLOGISTS, S.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AFFILIATED DERMATOLOGISTS, S.C. 401(K) 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