Retirement plan

FOXHALL INTERNISTS, P.C., 401K PLAN

Name: FOXHALL INTERNISTS, P.C. - FOXHALL INTERNISTS, P.C., 401K PLAN (2020) Form 5500
Creator: FOXHALL INTERNISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOXHALL INTERNISTS, P.C., 401K PLAN, FOXHALL INTERNISTS, P.C.

FOXHALL INTERNISTS, P.C.EIN 52-1017612Plan #003PY 2020

3301 NEW MEXICO AVENUE, N.W. - WASHINGTON, DC 20016202-362-4467

Other plans on this EIN

1 filing

#002Retirement-$16.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+9.5% from 2019

Total participants

0.0% from 2019

Average account balance

$62,139

+9.5% from 2019

Annual return

13.42%

+1.94 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.57M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

84.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+1.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$455

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 codes2E2G2J

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.

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

$221K

$8855 / participant

Other / not subdivided$221K100.0%

% of EOY assets

12.724%

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

$62,139

$91,198-31.9%

$178,503-65.2%

$79,856-22.2%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

13.42%

24.20%-10.8pp

151.12%-137.7pp

31.71%-18.3pp

Employer contribution / active EE

$3,257-100.0%

$5,011-100.0%

$2,471-100.0%

Participant deferral / active EE

$6,358

$3,237+96.4%

$5,202+22.2%

$3,741+70.0%

Admin fee / account holder

$7,907

$6,748+17.2%

$13,987-43.5%

$5,306+49.0%

FOXHALL INTERNISTS, P.C., 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOXHALL INTERNISTS, P.C., 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