Retirement plan

SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P. C. PROFIT SHARING PLAN

Name: SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C. - SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P. C. PROFIT SHARING PLAN (2020) Form 5500
Creator: SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P. C. PROFIT SHARING PLAN, SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C.

SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P.C.EIN 58-2590501Plan #001PY 2020

1700 TREE LANE, SUITE 490 - SNELLVILLE, GA 30078770-979-2828gwinnettcancercare.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.1M

+24.8% from 2019

Total participants

139

+4.5% from 2019

Average account balance

$108,651

+19.4% from 2019

Annual return

18.54%

-3.34 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.50M

Not enough data

1 years with asset history on file

Average account balance

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

$227K

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.

163.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+16.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3367

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

Top 2 by compensation

Provider	Service type	Compensation
LEVEL FOUR ADVISORY SERVICES1 year Service code 27 12400 COIT ROAD · DALLAS, TX 75251	Advisory (Plan)	$6,890
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 35 · EIN 62-0951561	Employee (plan sponsor)	$330

Plan features & details

Pension benefit codes2A2E2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7K

$157 / participant

Investment mgmt$7K95.4%
Contract admin$3304.6%

% of EOY assets

0.048%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$108,651

$91,179+19.2%

$178,499-39.1%

$79,852+36.1%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

18.54%

24.19%-5.7pp

151.10%-132.6pp

31.72%-13.2pp

Employer contribution / active EE

$17,172

$3,256+427.4%

$5,011+242.7%

$2,471+594.9%

Participant deferral / active EE

$3,236-100.0%

$5,202-100.0%

$3,740-100.0%

Admin fee / account holder

$52

$6,749-99.2%

$13,986-99.6%

$5,306-99.0%

Provider

Service type

Compensation

LEVEL FOUR ADVISORY SERVICES1 year

Service code 27

12400 COIT ROAD · DALLAS, TX 75251

Advisory (Plan)

$6,890

AMERICAN REALTY ADVISORS1 year

Filed as: AMERICAN TRUST

Service code 35 · EIN 62-0951561

Employee (plan sponsor)

$330

SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBURBAN HEMATOLOGY-ONCOLOGY ASSOCIATES, P. C. 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