Retirement plan

LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A. PROFIT SHARING PLAN

Name: LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A. - LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A. PROFIT SHARING PLAN (2016) Form 5500
Creator: LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A. PROFIT SHARING PLAN, LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A.

LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A.EIN 71-0547184Plan #001PY 2016

P.O. BOX 55170 - LITTLE ROCK, AR 72215501-224-1156littlerockallergy.comLinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$8.8M

No prior year

Total participants

No prior year

Average account balance

$172,982

No prior year

Annual return

1.06%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.11M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

67.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$261K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+22.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5328

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 codes2E2G2J

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$309K

$7535 / participant

Other / not subdivided$309K100.0%

% of EOY assets

3.502%

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

$172,982

$77,638+122.8%

$156,551+10.5%

$62,881+175.1%

Participation rate

97.6%

71.2%+26.4pp

84.0%+13.5pp

69.3%+28.3pp

Annual return

1.06%

50.33%-49.3pp

32.23%-31.2pp

20.14%-19.1pp

Employer contribution / active EE

$4,653

$3,444+35.1%

$5,501-15.4%

$2,281+104.0%

Participant deferral / active EE

$3,422

$3,046+12.4%

$4,871-29.7%

$3,203+6.9%

Admin fee / account holder

$6,057

$5,561+8.9%

$13,028-53.5%

$4,296+41.0%

LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLE ROCK ALLERGY AND ASTHMA CLINIC, P.A. 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