Retirement plan

PELLETIER RICKERT PHYSICAL THERAPY, INC. PROFIT SHARING PLAN AND TRUST

Name: PELLETIER RICKERT PHYSICAL THERAPY, INC. - PELLETIER RICKERT PHYSICAL THERAPY, INC. PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: PELLETIER RICKERT PHYSICAL THERAPY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PELLETIER RICKERT PHYSICAL THERAPY, INC. PROFIT SHARING PLAN AND TRUST, PELLETIER RICKERT PHYSICAL THERAPY, INC.

PELLETIER RICKERT PHYSICAL THERAPY, INC.EIN 65-0233000Plan #001PY 2019

1240 SE 8TH TERRACE - CAPE CORRAL, FL 33990239-772-3335pelletier-rickertphysicaltherapy.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+22.3% from 2018

Total participants

-12.5% from 2018

Average account balance

$533,566

+42.7% from 2018

Annual return

23.50%

+30.63 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.46M

Not enough data

1 years with asset history on file

Average account balance

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

$717K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$89K

$17740 / participant

Other / not subdivided$89K100.0%

% of EOY assets

2.771%

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

$533,566

$202,342+163.7%

$172,752+208.9%

$152,897+249.0%

Participation rate

80.0%

87.1%-7.1pp

82.6%-2.6pp

82.5%-2.5pp

Annual return

23.50%

1029.83%-1006.3pp

802.97%-779.5pp

345.43%-321.9pp

Employer contribution / active EE

$3,591

$5,858-38.7%

$5,144-30.2%

$4,764-24.6%

Participant deferral / active EE

$7,964

$5,948+33.9%

$5,198+53.2%

$5,851+36.1%

Admin fee / account holder

$14,784

$17,111-13.6%

$13,955+5.9%

$11,599+27.5%

PELLETIER RICKERT PHYSICAL THERAPY, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PELLETIER RICKERT PHYSICAL THERAPY, INC. PROFIT SHARING PLAN AND TRUST

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