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 (2022) 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 2022

1359 MILSTEAD ROAD SUITE 103 - CONYERS, GA 30012770-388-7745rockdaleanesthesia.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.7M

-30.8% from 2021

Total participants

+34.8% from 2021

Average account balance

$359,791

-41.1% from 2021

Annual return

-20.28%

-38.34 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$93317 / participant

Other / not subdivided$2M100.0%

% of EOY assets

20.173%

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

$359,791

$167,362+115.0%

$143,799+150.2%

$134,532+167.4%

Participation rate

81.0%

84.8%-3.9pp

80.3%+0.6pp

81.2%-0.3pp

Annual return

-20.28%

0.47%-20.8pp

-0.04%-20.2pp

418.27%-438.6pp

Employer contribution / active EE

$11,994

$5,620+113.4%

$4,952+142.2%

$4,741+153.0%

Participant deferral / active EE

$9,116

$6,447+41.4%

$5,638+61.7%

$6,401+42.4%

Admin fee / account holder

$72,580

$18,094+301.1%

$14,677+394.5%

$11,429+535.1%

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