Retirement plan

CHILDREN'S MEDICAL ASSOC OF NO VA PROFIT SHARING PLAN

Name: CHILDREN'S MEDICAL ASSOCIATES OF NORTHERN VA, P.C. - CHILDREN'S MEDICAL ASSOC OF NO VA PROFIT SHARING PLAN (2017) Form 5500
Creator: CHILDREN'S MEDICAL ASSOCIATES OF NORTHERN VA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S MEDICAL ASSOC OF NO VA PROFIT SHARING PLAN, CHILDREN'S MEDICAL ASSOCIATES OF NORTHERN VA, P.C.

CHILDREN'S MEDICAL ASSOCIATES OF NORTHERN VA, P.C.EIN 54-1460167Plan #001PY 2017

6303 LITTLE RIVER TURNPIKE, SUITE 300 - ALEXANDRIA, VA 22312703-914-8989LinkedIn51-200 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$5.5M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+21.3% from 2016

Total participants

+2.8% from 2016

Average account balance

$56,347

+16.2% from 2016

Annual return

13.76%

+5.58 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$88K

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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

Not enough data

0 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

+4.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$152734

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 codes2E2G

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$35K

$521 / participant

Other / not subdivided$35K100.0%

% of EOY assets

0.861%

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

$56,347

$84,236-33.1%

$170,435-66.9%

$70,126-19.6%

Participation rate

97.0%

70.8%+26.2pp

83.6%+13.4pp

69.5%+27.5pp

Annual return

13.76%

23.06%-9.3pp

205.94%-192.2pp

73.15%-59.4pp

Employer contribution / active EE

$3,756

$3,387+10.9%

$5,432-30.8%

$2,343+60.4%

Participant deferral / active EE

$3,086-100.0%

$4,939-100.0%

$3,332-100.0%

Admin fee / account holder

$485

$5,698-91.5%

$13,881-96.5%

$4,645-89.6%

CHILDREN'S MEDICAL ASSOC OF NO VA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S MEDICAL ASSOC OF NO VA 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