Retirement plan

STEPHEN A. WHITE, M.D., P.C. PROFIT SHARING PLAN

Name: DR. STEPHEN A. WHITE - STEPHEN A. WHITE, M.D., P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: DR. STEPHEN A. WHITE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHEN A. WHITE, M.D., P.C. PROFIT SHARING PLAN, DR. STEPHEN A. WHITE

DR. STEPHEN A. WHITEEIN 62-1829453Plan #001PY 2016

403 TREEMONT DR - CLARKSVILLE, TN 37043931-217-9473LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$558K

No prior year

Total participants

No prior year

Average account balance

$69,723

No prior year

Annual return

3.55%

No prior year

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

$1.66M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1633

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

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

$100K

$11118 / participant

Other / not subdivided$100K100.0%

% of EOY assets

17.939%

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

$69,723

$181,896-61.7%

$156,551-55.5%

$273,972-74.6%

Participation rate

88.9%

88.4%+0.5pp

84.0%+4.9pp

83.0%+5.9pp

Annual return

3.55%

30.74%-27.2pp

32.23%-28.7pp

41.46%-37.9pp

Employer contribution / active EE

$1,686

$6,248-73.0%

$5,501-69.3%

$4,869-65.4%

Participant deferral / active EE

$4,194

$5,550-24.4%

$4,871-13.9%

$5,287-20.7%

Admin fee / account holder

$12,507

$15,560-19.6%

$13,028-4.0%

$10,133+23.4%

STEPHEN A. WHITE, M.D., P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEPHEN A. WHITE, M.D., 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