Retirement plan

DUNCAN RHEUMATOLOGY CENTER, PLLC 401(K) PLAN

Name: DUNCAN RHEUMATOLOGY CENTER, PLLC - DUNCAN RHEUMATOLOGY CENTER, PLLC 401(K) PLAN (2021) Form 5500
Creator: DUNCAN RHEUMATOLOGY CENTER, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUNCAN RHEUMATOLOGY CENTER, PLLC 401(K) PLAN, DUNCAN RHEUMATOLOGY CENTER, PLLC

DUNCAN RHEUMATOLOGY CENTER, PLLCEIN 46-1518055Plan #001PY 2021

1509 BROOKWOOD AVENUE, SUITE B - DUNCAN, OK 73533580-786-4590

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$272K

+51.7% from 2020

Total participants

+16.7% from 2020

Average account balance

$38,897

+30.0% from 2020

Annual return

13.10%

-4.86 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$442K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

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

+9.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1610

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$2K

$372 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.820%

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

$38,897

$217,432-82.1%

$185,849-79.1%

$167,536-76.8%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

13.10%

148.42%-135.3pp

122.10%-109.0pp

478.82%-465.7pp

Employer contribution / active EE

$6,395

$5,875+8.9%

$5,169+23.7%

$4,839+32.2%

Participant deferral / active EE

$5,147

$6,357-19.0%

$5,569-7.6%

$6,342-18.8%

Admin fee / account holder

$319

$19,818-98.4%

$16,244-98.0%

$12,315-97.4%

DUNCAN RHEUMATOLOGY CENTER, PLLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUNCAN RHEUMATOLOGY CENTER, PLLC 401(K) 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