Retirement plan

SPINE & NEURO PAIN SPECIALISTS 401K PLAN

Name: SPINE & NEURO PAIN SPECIALISTS - SPINE & NEURO PAIN SPECIALISTS 401K PLAN (2020) Form 5500
Creator: SPINE & NEURO PAIN SPECIALISTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPINE & NEURO PAIN SPECIALISTS 401K PLAN, SPINE & NEURO PAIN SPECIALISTS

SPINE & NEURO PAIN SPECIALISTSEIN 45-2737701Plan #001PY 2020

2103 JENKS AVE - PANAMA CITY, FL 32405850-763-8000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+28.8% from 2019

Total participants

+42.9% from 2019

Average account balance

$104,244

-9.8% from 2019

Annual return

15.13%

-5.60 pp from 2019

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$867

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 codes2J3D

Plan features

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

$9K

$905 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.868%

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

$104,244

$209,425-50.2%

$178,499-41.6%

$158,966-34.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

15.13%

188.80%-173.7pp

151.10%-136.0pp

302.95%-287.8pp

Employer contribution / active EE

$6,548

$5,707+14.7%

$5,011+30.7%

$4,762+37.5%

Participant deferral / active EE

$5,436

$5,955-8.7%

$5,202+4.5%

$5,983-9.2%

Admin fee / account holder

$905

$17,078-94.7%

$13,986-93.5%

$11,250-92.0%

SPINE & NEURO PAIN SPECIALISTS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPINE & NEURO PAIN SPECIALISTS 401K 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