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 (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

+0.2% from 2017

Total participants

-9.8% from 2017

Average account balance

$192,083

+4.0% from 2017

Annual return

-0.00%

-15.85 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

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

$383K

$9353 / participant

Other / not subdivided$383K100.0%

% of EOY assets

3.767%

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

$192,083

$75,962+152.9%

$154,111+24.6%

$64,173+199.3%

Participation rate

95.1%

70.4%+24.7pp

83.0%+12.1pp

69.6%+25.6pp

Annual return

-0.00%

30.32%-30.3pp

735.18%-735.2pp

7.63%-7.6pp

Employer contribution / active EE

$3,577

$3,350+6.8%

$5,298-32.5%

$2,381+50.3%

Participant deferral / active EE

$3,515

$3,175+10.7%

$5,081-30.8%

$3,470+1.3%

Admin fee / account holder

$7,235

$5,589+29.5%

$13,411-46.0%

$4,887+48.0%

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