Retirement plan

PROFIT SHARING PLAN OF ARCHDALE ANIMAL HOSPITAL PA

Name: ARCHDALE ANIMAL HOSPITAL, P.A. - PROFIT SHARING PLAN OF ARCHDALE ANIMAL HOSPITAL PA (2019) Form 5500
Creator: ARCHDALE ANIMAL HOSPITAL, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN OF ARCHDALE ANIMAL HOSPITAL PA, ARCHDALE ANIMAL HOSPITAL, P.A.

ARCHDALE ANIMAL HOSPITAL, P.A.EIN 56-1441705Plan #002PY 2019

1319 ARCHDALE DRIVE - CHARLOTTE, NC 28217704-552-2333archdaleanimalhospital.comLinkedIn1-10 employeesfinancial services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+29.2% from 2018

Total participants

+16.7% from 2018

Average account balance

$165,026

+10.8% from 2018

Annual return

22.74%

+27.53 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$302K

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

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4312

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 codes2J2E2G

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

$27K

$2435 / participant

Other / not subdivided$27K100.0%

% of EOY assets

1.159%

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

$165,026

$157,276+4.9%

$141,177+16.9%

$152,885+7.9%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

22.74%

64.33%-41.6pp

71.40%-48.7pp

345.39%-322.6pp

Employer contribution / active EE

$5,455

$5,262+3.7%

$4,736+15.2%

$4,763+14.5%

Participant deferral / active EE

$5,092

$7,110-28.4%

$6,710-24.1%

$5,851-13.0%

Admin fee / account holder

$1,913

$12,123-84.2%

$10,263-81.4%

$11,598-83.5%

PROFIT SHARING PLAN OF ARCHDALE ANIMAL HOSPITAL PA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN OF ARCHDALE ANIMAL HOSPITAL PA

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