Retirement plan

KINGSLEY LANE PATHOLOGY ASSOCIATES, PC MONEY PURCHASE PENSION PLAN

Name: KINGSLEY LANE PATHOLOGY ASSOCIATES, P.C. - KINGSLEY LANE PATHOLOGY ASSOCIATES, PC MONEY PURCHASE PENSION PLAN (2016) Form 5500
Creator: KINGSLEY LANE PATHOLOGY ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINGSLEY LANE PATHOLOGY ASSOCIATES, PC MONEY PURCHASE PENSION PLAN, KINGSLEY LANE PATHOLOGY ASSOCIATES, P.C.

KINGSLEY LANE PATHOLOGY ASSOCIATES, P.C.EIN 54-1109655Plan #002PY 2016

150 KINGSLEY LANE - NORFOLK, VA 235054602757-889-5146

Other plans on this EIN

2 filings

#003Retirement-$6.7M assets #004Retirement-$2.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.2M

-16.9% from 2015

Total participants

0.0% from 2015

Average account balance

$649,994

-16.9% from 2015

Annual return

6.30%

+6.81 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-34.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G2R3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$1.6M

$539568 / participant

Other / not subdivided$2M100.0%

% of EOY assets

31.129%

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

$649,994

$181,896+257.3%

$156,551+315.2%

$273,972+137.2%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

6.30%

30.74%-24.4pp

32.23%-25.9pp

41.46%-35.2pp

Employer contribution / active EE

$47,737

$6,248+664.0%

$5,501+767.7%

$4,869+880.5%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$202,338

$15,560+1200.4%

$13,028+1453.1%

$10,133+1896.9%

KINGSLEY LANE PATHOLOGY ASSOCIATES, PC MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KINGSLEY LANE PATHOLOGY ASSOCIATES, PC MONEY PURCHASE PENSION 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