Retirement plan

NORTH FULTON NEUROLOGY, P.C., 401(K) PROFIT SHARING PLAN

Name: NORTH FULTON NEUROLOGY, P.C. - NORTH FULTON NEUROLOGY, P.C., 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: NORTH FULTON NEUROLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH FULTON NEUROLOGY, P.C., 401(K) PROFIT SHARING PLAN, NORTH FULTON NEUROLOGY, P.C.

NORTH FULTON NEUROLOGY, P.C.EIN 58-2011104Plan #001PY 2016

1325 N MEADOW PKWY STE 12 - ROSWELL, GA 300763896770-751-2158

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+6.4% from 2015

Total participants

0.0% from 2015

Average account balance

$362,053

+38.3% from 2015

Annual return

12.11%

+14.12 pp from 2015

Benchmarks

See 109,100 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,100 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$225K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.63%

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 codes2E2J3E

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$341K

$34087 / participant

Other / not subdivided$341K100.0%

% of EOY assets

9.415%

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

$362,053

$181,898+99.0%

$156,551+131.3%

$273,968+32.2%

Participation rate

70.0%

88.4%-18.4pp

84.0%-14.0pp

83.0%-13.0pp

Annual return

12.11%

30.74%-18.6pp

32.23%-20.1pp

41.45%-29.3pp

Employer contribution / active EE

$8,071

$6,248+29.2%

$5,501+46.7%

$4,869+65.8%

Participant deferral / active EE

$6,542

$5,550+17.9%

$4,871+34.3%

$5,287+23.7%

Admin fee / account holder

$34,087

$15,560+119.1%

$13,028+161.7%

$10,132+236.4%

NORTH FULTON NEUROLOGY, P.C., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH FULTON NEUROLOGY, P.C., 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