Retirement plan

FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC 401K PROFIT SHARING PLAN

Name: FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC - FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC 401K PROFIT SHARING PLAN, FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC

FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLCEIN 48-1303781Plan #001PY 2018

4200 NORTH RODNEY PARHAM ROAD, SUITE 100 - LITTLE ROCK, AR 722122461LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$456K

-4.2% from 2017

Total participants

-22.2% from 2017

Average account balance

$65,120

+23.1% from 2017

Annual return

-6.54%

-27.42 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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

$202K

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

+13.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1862

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$48K

$6792 / participant

Other / not subdivided$48K100.0%

% of EOY assets

10.430%

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

$65,120

$180,466-63.9%

$154,114-57.7%

$135,382-51.9%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-6.54%

888.15%-894.7pp

735.16%-741.7pp

519.77%-526.3pp

Employer contribution / active EE

$3,262

$6,035-46.0%

$5,298-38.4%

$4,779-31.7%

Participant deferral / active EE

$4,578

$5,806-21.2%

$5,081-9.9%

$5,609-18.4%

Admin fee / account holder

$6,792

$16,144-57.9%

$13,411-49.4%

$10,829-37.3%

FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOOT & ANKLE ASSOCIATES OF CENTRAL ARKANSAS PLLC 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