Retirement plan

ROCKDALE ANESTHESIA SERVICES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ROCKDALE ANESTHESIA SERVICES, P.C. - ROCKDALE ANESTHESIA SERVICES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: ROCKDALE ANESTHESIA SERVICES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKDALE ANESTHESIA SERVICES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, ROCKDALE ANESTHESIA SERVICES, P.C.

ROCKDALE ANESTHESIA SERVICES, P.C.EIN 58-1733732Plan #001PY 2018

1612 MILSTEAD RD SUITE B - CONYERS, GA 30012770-388-7745rockdaleanesthesia.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.9M

-3.3% from 2017

Total participants

+22.7% from 2017

Average account balance

$343,867

-18.2% from 2017

Annual return

-5.61%

-22.65 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.83%

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$164K

$10232 / participant

Other / not subdivided$164K100.0%

% of EOY assets

1.831%

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

$343,867

$180,462+90.5%

$154,111+123.1%

$135,379+154.0%

Participation rate

93.8%

87.4%+6.3pp

83.0%+10.7pp

82.6%+11.1pp

Annual return

-5.61%

888.17%-893.8pp

735.18%-740.8pp

519.79%-525.4pp

Employer contribution / active EE

$8,750

$6,036+45.0%

$5,298+65.2%

$4,779+83.1%

Participant deferral / active EE

$12,300

$5,806+111.8%

$5,081+142.1%

$5,609+119.3%

Admin fee / account holder

$6,297

$16,145-61.0%

$13,411-53.1%

$10,828-41.8%

ROCKDALE ANESTHESIA SERVICES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROCKDALE ANESTHESIA SERVICES, P.C. 401(K) PROFIT SHARING PLAN AND 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