Retirement plan

UROLOGY ASSOCIATES OF DOVER, P. A. PROFIT SHARING PLAN

Name: UROLOGY ASSOCIATES OF DELAWARE, P.A. - UROLOGY ASSOCIATES OF DOVER, P. A. PROFIT SHARING PLAN (2021) Form 5500
Creator: UROLOGY ASSOCIATES OF DELAWARE, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UROLOGY ASSOCIATES OF DOVER, P. A. PROFIT SHARING PLAN, UROLOGY ASSOCIATES OF DELAWARE, P.A.

UROLOGY ASSOCIATES OF DELAWARE, P.A.EIN 51-0115385Plan #002PY 2021

200 BANNING ST., STE. 250 - DOVER, DE 19904302-736-1320

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.6M

+19.9% from 2020

Total participants

-15.8% from 2020

Average account balance

$331,819

+42.4% from 2020

Annual return

16.03%

-0.07 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.74M

Not enough data

1 years with asset history on file

Average account balance

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

$394K

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.

153.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$532K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+44.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2548

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 codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$232K

$13672 / participant

Other / not subdivided$232K100.0%

% of EOY assets

2.189%

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

$331,819

$217,427+52.6%

$185,837+78.6%

$167,518+98.1%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

16.03%

148.39%-132.4pp

122.08%-106.0pp

478.71%-462.7pp

Employer contribution / active EE

$17,239

$5,874+193.5%

$5,168+233.6%

$4,838+256.3%

Participant deferral / active EE

$10,716

$6,357+68.6%

$5,568+92.4%

$6,342+69.0%

Admin fee / account holder

$7,264

$19,816-63.3%

$16,241-55.3%

$12,312-41.0%

UROLOGY ASSOCIATES OF DOVER, P. A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UROLOGY ASSOCIATES OF DOVER, P. A. 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