Retirement plan

REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' PROFIT SHARING PLAN

Name: REBECCA A. HAMILTON, M.D., P.A. - REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' PROFIT SHARING PLAN (2017) Form 5500
Creator: REBECCA A. HAMILTON, M.D., P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' PROFIT SHARING PLAN, REBECCA A. HAMILTON, M.D., P.A.

REBECCA A. HAMILTON, M.D., P.A.EIN 65-0347419Plan #001PY 2017

70 SOUTH DANLEY DRIVE - FORT MYERS, FL 33907239-533-6339LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+6.4% from 2016

Total participants

-6.7% from 2016

Average account balance

$117,434

+14.0% from 2016

Annual return

15.95%

+10.28 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.56M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

108.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$560K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17782

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 codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$393K

$28047 / participant

Other / not subdivided$393K100.0%

% of EOY assets

23.883%

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

$117,434

$198,457-40.8%

$170,435-31.1%

$147,586-20.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.95%

257.30%-241.4pp

205.94%-190.0pp

578.59%-562.6pp

Employer contribution / active EE

$11,285

$6,183+82.5%

$5,432+107.7%

$4,876+131.4%

Participant deferral / active EE

$5,075

$5,629-9.8%

$4,939+2.7%

$5,439-6.7%

Admin fee / account holder

$28,047

$16,852+66.4%

$13,881+102.1%

$10,886+157.7%

REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' 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