Retirement plan

DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN

Name: DONALD E. WONDERLY, M.D., P.C. - DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: DONALD E. WONDERLY, M.D., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN, DONALD E. WONDERLY, M.D., P.C.

DONALD E. WONDERLY, M.D., P.C.dba ACCENT ON WOMEN'S HEALTHEIN 43-1963036Plan #001PY 2024

2460 NW STEWART PARKWAY 240 - ROSEBURG, OR 97471541-672-6525

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+10.1% from 2023

Total participants

-9.5% from 2023

Average account balance

$151,453

+21.7% from 2023

Annual return

24.93%

+18.60 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.97M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

600.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18456

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$542K

$41697 / participant

Other / not subdivided$542K100.0%

% of EOY assets

18.837%

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

$151,453

$183,592-17.5%

$155,574-2.6%

$145,877+3.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

24.93%

61.37%-36.4pp

64.87%-39.9pp

551.28%-526.4pp

Employer contribution / active EE

$2,624

$5,317-50.6%

$4,676-43.9%

$4,663-43.7%

Participant deferral / active EE

$6,857

$6,466+6.0%

$5,629+21.8%

$6,691+2.5%

Admin fee / account holder

$28,530

$19,316+47.7%

$15,914+79.3%

$13,402+112.9%

DONALD E WONDERLY MD PC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONALD E WONDERLY MD PC 401K 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