Retirement plan

MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN

Name: MARIETTA DERMATOLOGY ASSOCIATES PA - MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN (2017) Form 5500
Creator: MARIETTA DERMATOLOGY ASSOCIATES PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN, MARIETTA DERMATOLOGY ASSOCIATES PA

MARIETTA DERMATOLOGY ASSOCIATES PAdba MARIETTA DERMATOLOGY ASSOCIATES PAEIN 58-1132160Plan #002PY 2017

111 MARBLE MILL ROAD, NW - MARIETTA, GA 30060770-422-1013mariettadermatologyassociates.comLinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.5M

+25.7% from 2016

Total participants

100

-14.5% from 2016

Average account balance

$131,158

+29.7% from 2016

Annual return

16.54%

+11.68 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.75M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

300

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

$1.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$403

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

1 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 codes2G2J

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$22K

$215 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.130%

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

$131,158

$55,453+136.5%

$170,435-23.0%

$62,293+110.6%

Participation rate

100.0%

66.4%+33.6pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

16.54%

21.38%-4.8pp

205.94%-189.4pp

28.90%-12.4pp

Employer contribution / active EE

$8,179

$2,164+278.0%

$5,432+50.6%

$2,042+300.5%

Participant deferral / active EE

$4,131

$2,303+79.4%

$4,939-16.4%

$3,169+30.4%

Admin fee / account holder

$171

$455-62.4%

$13,881-98.8%

$479-64.3%

MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIETTA DERMATOLOGY ASSOCIATES, P.A. 401-K 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