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 (2019) 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 2019

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)

$20.3M

+2.6% from 2018

Total participants

167

-13.0% from 2018

Average account balance

$121,342

+17.9% from 2018

Annual return

22.86%

+24.52 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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.5+ years Service code 15 · EIN 23-1945930	Recordkeeping	$3,256

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

$27 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.013%

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

$121,342

$85,171+42.5%

$172,753-29.8%

$72,976+66.3%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

22.86%

27.32%-4.5pp

803.00%-780.1pp

81.02%-58.2pp

Employer contribution / active EE

$3,281

$3,324-1.3%

$5,144-36.2%

$2,440+34.5%

Participant deferral / active EE

$6,986

$3,260+114.3%

$5,198+34.4%

$3,608+93.7%

Admin fee / account holder

$16

$5,880-99.7%

$13,956-99.9%

$5,124-99.7%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.5+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$3,256

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