Retirement plan

FISIOTERAPIA DEL NORTE RETIREMENT PLAN

Name: FISIOTERAPIA DEL NORTE - FISIOTERAPIA DEL NORTE RETIREMENT PLAN (2024) Form 5500
Creator: FISIOTERAPIA DEL NORTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISIOTERAPIA DEL NORTE RETIREMENT PLAN, FISIOTERAPIA DEL NORTE

FISIOTERAPIA DEL NORTEEIN 66-0695301Plan #001PY 2024

35 JUAN C. BORBON, SUITE 67-85 - GUAYNABO, PR 00969787-399-0587

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$829K

+14.4% from 2023

Total participants

+22.2% from 2023

Average account balance

$75,400

-16.8% from 2023

Annual return

9.41%

-5.50 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$829K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$513

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

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

$6K

$706 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.681%

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

$75,400

$183,539-58.9%

$155,556-51.5%

$145,897-48.3%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

9.41%

61.31%-51.9pp

64.84%-55.4pp

552.29%-542.9pp

Employer contribution / active EE

$1,911

$5,315-64.1%

$4,675-59.1%

$4,663-59.0%

Participant deferral / active EE

$2,954

$6,467-54.3%

$5,631-47.5%

$6,689-55.8%

Admin fee / account holder

$513

$19,275-97.3%

$15,885-96.8%

$13,390-96.2%

FISIOTERAPIA DEL NORTE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISIOTERAPIA DEL NORTE RETIREMENT 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