Retirement plan

VALDOSTA FOOT & ANKLE CLINIC, P.C. 401(K) PLAN

Name: VALDOSTA FOOT & ANKLE CLINIC, P.C. - VALDOSTA FOOT & ANKLE CLINIC, P.C. 401(K) PLAN (2020) Form 5500
Creator: VALDOSTA FOOT & ANKLE CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALDOSTA FOOT & ANKLE CLINIC, P.C. 401(K) PLAN, VALDOSTA FOOT & ANKLE CLINIC, P.C.

VALDOSTA FOOT & ANKLE CLINIC, P.C.EIN 58-2375272Plan #001PY 2020

PO BOX 1247 - VALDOSTA, GA 31603229-244-1211valdostafootandankle.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.5M

+4.6% from 2019

Total participants

+6.3% from 2019

Average account balance

$87,576

-1.6% from 2019

Annual return

0.90%

-20.15 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.58M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$124

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$208 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.112%

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

$87,576

$209,428-58.2%

$178,498-50.9%

$158,950-44.9%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

0.90%

188.78%-187.9pp

151.09%-150.2pp

302.91%-302.0pp

Employer contribution / active EE

$2,500

$5,707-56.2%

$5,011-50.1%

$4,762-47.5%

Participant deferral / active EE

$4,287

$5,955-28.0%

$5,202-17.6%

$5,983-28.3%

Admin fee / account holder

$98

$17,077-99.4%

$13,985-99.3%

$11,248-99.1%

VALDOSTA FOOT & ANKLE CLINIC, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALDOSTA FOOT & ANKLE CLINIC, P.C. 401(K) 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