Retirement plan

PEDIATRIC ASSOCIATES, P.A., PROFIT SHARING 401(K) PLAN

Name: PEDIATRIC ASSOCIATES, P.A. - PEDIATRIC ASSOCIATES, P.A., PROFIT SHARING 401(K) PLAN (2020) Form 5500
Creator: PEDIATRIC ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEDIATRIC ASSOCIATES, P.A., PROFIT SHARING 401(K) PLAN, PEDIATRIC ASSOCIATES, P.A.

PEDIATRIC ASSOCIATES, P.A.EIN 57-0544595Plan #002PY 2020

2601 LAUREL ST., SUITE 250 - COLUMBIA, SC 29204803-799-9044

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

-20.1% from 2019

Total participants

-5.4% from 2019

Average account balance

$151,232

-20.1% from 2019

Annual return

10.50%

-9.46 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.98M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9810

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$1.8M

$82514 / participant

Other / not subdivided$2M100.0%

% of EOY assets

41.391%

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

$151,232

$209,422-27.8%

$178,503-15.3%

$158,982-4.9%

Participation rate

72.7%

86.4%-13.6pp

81.9%-9.2pp

82.0%-9.2pp

Annual return

10.50%

188.81%-178.3pp

151.12%-140.6pp

302.99%-292.5pp

Employer contribution / active EE

$1,999

$5,707-65.0%

$5,011-60.1%

$4,763-58.0%

Participant deferral / active EE

$4,264

$5,955-28.4%

$5,202-18.0%

$5,983-28.7%

Admin fee / account holder

$62,597

$17,079+266.5%

$13,987+347.5%

$11,252+456.3%

PEDIATRIC ASSOCIATES, P.A., PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEDIATRIC ASSOCIATES, P.A., PROFIT SHARING 401(K) 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