Retirement plan

ATLANTA CLINICAL CARE, P.C. PROFIT SHARING PLAN & TRUST

Name: ATLANTA CLINICAL CARE, P.C. - ATLANTA CLINICAL CARE, P.C. PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: ATLANTA CLINICAL CARE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTA CLINICAL CARE, P.C. PROFIT SHARING PLAN & TRUST, ATLANTA CLINICAL CARE, P.C.

ATLANTA CLINICAL CARE, P.C.EIN 58-1927110Plan #001PY 2016

5673 PEACHTREE DUNWOODY RD. STE 330 - ATLANTA, GA 30342404-459-0002atlantaclinicalcare.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+15.0% from 2015

Total participants

+9.1% from 2015

Average account balance

$108,098

+15.0% from 2015

Annual return

9.30%

+6.17 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.76M

Not enough data

1 years with asset history on file

Average account balance

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

$235K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$184K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4573

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

$6K

$540 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.545%

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

$108,098

$181,896-40.6%

$156,551-31.0%

$273,972-60.5%

Participation rate

91.7%

88.4%+3.3pp

84.0%+7.7pp

83.0%+8.7pp

Annual return

9.30%

30.74%-21.4pp

32.23%-22.9pp

41.46%-32.2pp

Employer contribution / active EE

$6,248-100.0%

$5,501-100.0%

$4,869-100.0%

Participant deferral / active EE

$5,050

$5,550-9.0%

$4,871+3.7%

$5,287-4.5%

Admin fee / account holder

$589

$15,560-96.2%

$13,028-95.5%

$10,133-94.2%

ATLANTA CLINICAL CARE, P.C. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTA CLINICAL CARE, P.C. 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