Retirement plan

DOS HEALTH CARE 401(K) PLAN

Name: DOS HEALTH MANAGEMENT, INC. - DOS HEALTH CARE 401(K) PLAN (2020) Form 5500
Creator: DOS HEALTH MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOS HEALTH CARE 401(K) PLAN, DOS HEALTH MANAGEMENT, INC.

DOS HEALTH MANAGEMENT, INC.EIN 65-0255865Plan #001PY 2020

7735 NW 146TH ST., STE. 204 - MIAMI LAKES, FL 33016305-868-1830doshealthcare.comLinkedIn1-10 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$8M

No prior year

Total participants

300

No prior year

Average account balance

$51,234

No prior year

Annual return

13.84%

No prior year

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.83M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

105

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.

37.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$487K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$470

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

1 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
MINNESOTA LIFE INSURANCE COMPANY1+ years Filed as: MINNESOTA LIFE INSURANCE Service code 13 · EIN 41-0417830	Contract Administrator	$33,348

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$340

$2 / participant

Other / not subdivided$340100.0%

% of EOY assets

0.004%

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: MSL, P.A.
Auditor EIN: 593070669
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,234

$58,888-13.0%

$178,499-71.3%

$73,493-30.3%

Participation rate

36.7%

66.2%-29.5pp

81.9%-45.2pp

70.7%-34.0pp

Annual return

13.84%

24.86%-11.0pp

151.10%-137.3pp

28.51%-14.7pp

Employer contribution / active EE

$961

$2,236-57.0%

$5,011-80.8%

$2,270-57.6%

Participant deferral / active EE

$1,785

$2,568-30.5%

$5,202-65.7%

$3,740-52.3%

Admin fee / account holder

$400-99.5%

$13,986-100.0%

$513-99.6%

Provider

Service type

Compensation

MINNESOTA LIFE INSURANCE COMPANY1+ years

Filed as: MINNESOTA LIFE INSURANCE

Service code 13 · EIN 41-0417830

Contract Administrator

$33,348

DOS HEALTH CARE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOS HEALTH CARE 401(K) 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