Retirement plan

SIMON WILLIAMSON CLINIC, P. C. 401(K) PROFIT SHARING PLAN

Name: SIMON WILLIAMSON CLINIC, P.C. - SIMON WILLIAMSON CLINIC, P. C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SIMON WILLIAMSON CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMON WILLIAMSON CLINIC, P. C. 401(K) PROFIT SHARING PLAN, SIMON WILLIAMSON CLINIC, P.C.

SIMON WILLIAMSON CLINIC, P.C.EIN 63-0693892Plan #002PY 2017

832 PRINCETON SW AVE - BIRMINGHAM, AL 352111323205-206-8435simonwilliamsonclinic.comLinkedIn51-200 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.7M

-10.0% from 2016

Total participants

194

+3.7% from 2016

Average account balance

$124,319

-12.8% from 2016

Annual return

17.44%

+9.52 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.87M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

2100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68543

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$3,092

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$3K

$19 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PEARCE BEVILL LEESBURG MOORE PC
Auditor EIN: 630813240
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,319

$55,453+124.2%

$170,435-27.1%

$62,293+99.6%

Participation rate

97.8%

66.4%+31.5pp

83.6%+14.2pp

69.5%+28.3pp

Annual return

17.44%

21.38%-3.9pp

205.94%-188.5pp

28.90%-11.5pp

Employer contribution / active EE

$2,573

$2,164+18.9%

$5,432-52.6%

$2,042+26.0%

Participant deferral / active EE

$5,625

$2,303+144.3%

$4,939+13.9%

$3,169+77.5%

Admin fee / account holder

$14

$455-97.0%

$13,881-99.9%

$479-97.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$3,092

SIMON WILLIAMSON CLINIC, P. C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIMON WILLIAMSON CLINIC, 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