Retirement plan

SOUTH ATLANTA RADIOLOGY ASSOCIATES 401K PROFIT SHARING PLAN & TRUST

Name: SOUTH ATLANTA RADIOLOGY ASSOCIATES - SOUTH ATLANTA RADIOLOGY ASSOCIATES 401K PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: SOUTH ATLANTA RADIOLOGY ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH ATLANTA RADIOLOGY ASSOCIATES 401K PROFIT SHARING PLAN & TRUST, SOUTH ATLANTA RADIOLOGY ASSOCIATES

SOUTH ATLANTA RADIOLOGY ASSOCIATESEIN 58-1270548Plan #002PY 2018

119 UPPER RIVERDALE ROAD - RIVERDALE, GA 30274770-991-1010LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

-45.4% from 2017

Total participants

-4.0% from 2017

Average account balance

$161,763

-43.1% from 2017

Annual return

-4.69%

-17.86 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.96M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

$147K

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

+13.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

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

$3.0M

$272601 / participant

Other / not subdivided$3M100.0%

% of EOY assets

77.238%

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

$161,763

$180,459-10.4%

$154,108+5.0%

$135,380+19.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-4.69%

888.21%-892.9pp

735.21%-739.9pp

519.81%-524.5pp

Employer contribution / active EE

$3,507

$6,035-41.9%

$5,298-33.8%

$4,779-26.6%

Participant deferral / active EE

$3,066

$5,806-47.2%

$5,081-39.6%

$5,609-45.3%

Admin fee / account holder

$124,942

$16,145+673.9%

$13,411+831.6%

$10,828+1053.9%

SOUTH ATLANTA RADIOLOGY ASSOCIATES 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH ATLANTA RADIOLOGY ASSOCIATES 401K PROFIT SHARING PLAN & TRUST

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