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 (2020) 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 2020

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)

$10.6M

+3.3% from 2019

Total participants

+8.5% from 2019

Average account balance

$179,038

-1.9% from 2019

Annual return

6.78%

-2.70 pp from 2019

Benchmarks

See 18,636 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,636 peers

Snapshot2020

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

$829K

$19285 / participant

Other / not subdivided$829K100.0%

% of EOY assets

7.850%

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

$179,038

$91,167+96.4%

$178,498+0.3%

$79,858+124.2%

Participation rate

88.4%

69.2%+19.2pp

81.9%+6.4pp

69.6%+18.7pp

Annual return

6.78%

24.19%-17.4pp

151.09%-144.3pp

31.72%-24.9pp

Employer contribution / active EE

$6,164

$3,255+89.3%

$5,011+23.0%

$2,471+149.4%

Participant deferral / active EE

$3,513

$3,236+8.6%

$5,202-32.5%

$3,740-6.1%

Admin fee / account holder

$14,055

$6,747+108.3%

$13,985+0.5%

$5,306+164.9%

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