Retirement plan

DOMINION PATHOLOGY ASSOCIATES, P.C. CASH OR DEFERRED PROFIT SHARING PLAN

Name: DOMINION PATHOLOGY ASSOCIATES, P.C. - DOMINION PATHOLOGY ASSOCIATES, P.C. CASH OR DEFERRED PROFIT SHARING PLAN (2017) Form 5500
Creator: DOMINION PATHOLOGY ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOMINION PATHOLOGY ASSOCIATES, P.C. CASH OR DEFERRED PROFIT SHARING PLAN, DOMINION PATHOLOGY ASSOCIATES, P.C.

DOMINION PATHOLOGY ASSOCIATES, P.C.EIN 54-2029108Plan #001PY 2017

P O BOX 19100 - ROANOKE, VA 24019540-581-0155dominiondermatologyassociates.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11M

-2.4% from 2016

Total participants

-6.3% from 2016

Average account balance

$736,222

+4.1% from 2016

Annual return

14.83%

+9.34 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.63M

Not enough data

1 years with asset history on file

Average account balance

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

$617K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15731

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 codes2E2G2J2R3D

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.
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

$2.4M

$202908 / participant

Other / not subdivided$2M100.0%

% of EOY assets

22.049%

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

$736,222

$198,462+271.0%

$170,439+332.0%

$147,585+398.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

14.83%

257.30%-242.5pp

205.94%-191.1pp

578.58%-563.8pp

Employer contribution / active EE

$24,517

$6,184+296.5%

$5,433+351.3%

$4,876+402.8%

Participant deferral / active EE

$12,939

$5,629+129.9%

$4,939+162.0%

$5,439+137.9%

Admin fee / account holder

$162,326

$16,852+863.2%

$13,881+1069.4%

$10,886+1391.2%

DOMINION PATHOLOGY ASSOCIATES, P.C. CASH OR DEFERRED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOMINION PATHOLOGY ASSOCIATES, P.C. CASH OR DEFERRED 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