Retirement plan

PROFIT SHARING PLAN OF ARCHDALE ANIMAL HOSPITAL PA

Name: ARCHDALE ANIMAL HOSPITAL, P.A. - PROFIT SHARING PLAN OF ARCHDALE ANIMAL HOSPITAL PA (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+22.1% from 2019

Total participants

0.0% from 2019

Average account balance

$201,562

+22.1% from 2019

Annual return

16.98%

-5.76 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

$28K

$3115 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.993%

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

$201,562

$165,361+21.9%

$149,715+34.6%

$158,950+26.8%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

16.98%

348.24%-331.3pp

276.66%-259.7pp

302.91%-285.9pp

Employer contribution / active EE

$6,667

$5,103+30.6%

$4,645+43.5%

$4,762+40.0%

Participant deferral / active EE

$6,567

$7,182-8.6%

$6,842-4.0%

$5,983+9.8%

Admin fee / account holder

$2,002

$10,808-81.5%

$9,310-78.5%

$11,248-82.2%

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