Retirement plan

DOTHAN HEMATOLOGY & ONCOLOGY, P. C. PROFIT SHARING PLAN

Name: DOTHAN HEMATOLOGY & ONCOLOGY, P.C. - DOTHAN HEMATOLOGY & ONCOLOGY, P. C. PROFIT SHARING PLAN (2019) Form 5500
Creator: DOTHAN HEMATOLOGY & ONCOLOGY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOTHAN HEMATOLOGY & ONCOLOGY, P. C. PROFIT SHARING PLAN, DOTHAN HEMATOLOGY & ONCOLOGY, P.C.

DOTHAN HEMATOLOGY & ONCOLOGY, P.C.EIN 63-1034253Plan #001PY 2019

287 HEALTHWEST DRIVE - DOTHAN, AL 36303334-792-9500LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

+22.5% from 2018

Total participants

+1.8% from 2018

Average account balance

$97,896

+20.3% from 2018

Annual return

21.26%

+27.15 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

$7.74M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

158.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$605K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19570

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 codes2E2F2G2T3D

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.
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

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

$405K

$11585 / participant

Other / not subdivided$405K100.0%

% of EOY assets

7.396%

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

$97,896

$85,171+14.9%

$172,752-43.3%

$72,975+34.1%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

21.26%

27.32%-6.1pp

802.97%-781.7pp

81.01%-59.8pp

Employer contribution / active EE

$7,956

$3,324+139.3%

$5,144+54.7%

$2,440+226.1%

Participant deferral / active EE

$5,154

$3,260+58.1%

$5,198-0.8%

$3,608+42.9%

Admin fee / account holder

$7,241

$5,880+23.1%

$13,955-48.1%

$5,124+41.3%

DOTHAN HEMATOLOGY & ONCOLOGY, P. C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOTHAN HEMATOLOGY & ONCOLOGY, 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