Retirement plan

REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST

Name: REBECCA A. HAMILTON, M.D., P.A. - REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST (2018) 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' 401(K) PROFIT SHARING PLAN & TRUST, REBECCA A. HAMILTON, M.D., P.A.

REBECCA A. HAMILTON, M.D., P.A.EIN 65-0347419Plan #001PY 2018

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

+0.1% from 2017

Total participants

+28.6% from 2017

Average account balance

$91,451

-22.1% from 2017

Annual return

-7.43%

-23.38 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

$142K

$10891 / participant

Other / not subdivided$142K100.0%

% of EOY assets

8.601%

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

$91,451

$180,459-49.3%

$154,108-40.7%

$135,380-32.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.43%

888.21%-895.6pp

735.21%-742.6pp

519.81%-527.2pp

Employer contribution / active EE

$12,756

$6,035+111.4%

$5,298+140.8%

$4,779+166.9%

Participant deferral / active EE

$6,421

$5,806+10.6%

$5,081+26.4%

$5,609+14.5%

Admin fee / account holder

$7,866

$16,145-51.3%

$13,411-41.3%

$10,828-27.4%

REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REBECCA A. HAMILTON, M. D. , P. A. EMPLOYEES' 401(K) PROFIT SHARING PLAN & 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