Retirement plan

SARAH L. AGSTEN, D.O., LLC 401(K) PROFIT SHARING PLAN

Name: SARAH L. AGSTEN DO, LLC - SARAH L. AGSTEN, D.O., LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SARAH L. AGSTEN DO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SARAH L. AGSTEN, D.O., LLC 401(K) PROFIT SHARING PLAN, SARAH L. AGSTEN DO, LLC

SARAH L. AGSTEN DO, LLCEIN 68-0503101Plan #001PY 2020

2508 NW MEDICAL PARK DRIVE - ROSEBURG, OR 97471541-673-5225

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+18.0% from 2019

Total participants

+20.0% from 2019

Average account balance

$191,385

-1.7% from 2019

Annual return

12.76%

-6.73 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.61M

Not enough data

1 years with asset history on file

Average account balance

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

$269K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1801

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$9K

$1522 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.795%

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

$191,385

$209,422-8.6%

$178,503+7.2%

$158,982+20.4%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

12.76%

188.81%-176.0pp

151.12%-138.4pp

302.99%-290.2pp

Employer contribution / active EE

$1,890

$5,707-66.9%

$5,011-62.3%

$4,763-60.3%

Participant deferral / active EE

$6,541

$5,955+9.8%

$5,202+25.7%

$5,983+9.3%

Admin fee / account holder

$1,522

$17,079-91.1%

$13,987-89.1%

$11,252-86.5%

SARAH L. AGSTEN, D.O., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SARAH L. AGSTEN, D.O., LLC 401(K) 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