Retirement plan

SYMMETRY PHYSICAL THERAPY, LLC 401(K) PROFIT SHARING PLAN

Name: SYMMETRY PHYSICAL THERAPY, LLC - SYMMETRY PHYSICAL THERAPY, LLC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: SYMMETRY PHYSICAL THERAPY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYMMETRY PHYSICAL THERAPY, LLC 401(K) PROFIT SHARING PLAN, SYMMETRY PHYSICAL THERAPY, LLC

SYMMETRY PHYSICAL THERAPY, LLCEIN 46-3211580Plan #001PY 2023

28 W FLAGLER ST., SUITE 901 - MIAMI, FL 33130305-331-2277

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$142K

+56.6% from 2022

Total participants

+150.0% from 2022

Average account balance

$70,945

+56.6% from 2022

Annual return

26.99%

+46.04 pp from 2022

Benchmarks

See 107,959 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,959 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$206K

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

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

+22.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 codes3D2J2R2G2E

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$120

$30 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.085%

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

$70,945

$175,259-59.5%

$149,723-52.6%

$139,487-49.1%

Participation rate

25.0%

83.4%-58.4pp

78.8%-53.8pp

80.3%-55.3pp

Annual return

26.99%

166.82%-139.8pp

134.50%-107.5pp

373.84%-346.8pp

Employer contribution / active EE

$1,320

$5,478-75.9%

$4,821-72.6%

$4,755-72.2%

Participant deferral / active EE

$5,386

$6,522-17.4%

$5,682-5.2%

$6,713-19.8%

Admin fee / account holder

$60

$16,158-99.6%

$13,215-99.5%

$11,407-99.5%

SYMMETRY PHYSICAL THERAPY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYMMETRY PHYSICAL THERAPY, LLC 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