Retirement plan

RUSSELL DERMATOLOGY OF CONWAY PLLC PROFIT SHARING PLAN

Name: RUSSELL DERMATOLOGY OF CONWAY PLLC - RUSSELL DERMATOLOGY OF CONWAY PLLC PROFIT SHARING PLAN (2019) Form 5500
Creator: RUSSELL DERMATOLOGY OF CONWAY PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUSSELL DERMATOLOGY OF CONWAY PLLC PROFIT SHARING PLAN, RUSSELL DERMATOLOGY OF CONWAY PLLC

RUSSELL DERMATOLOGY OF CONWAY PLLCEIN 71-0832566Plan #001PY 2019

2425 DAVE WARD DRIVE SUITE 202 - CONWAY, AR 72034501-328-5050LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+33.5% from 2018

Total participants

+6.7% from 2018

Average account balance

$224,440

+25.2% from 2018

Annual return

26.98%

+32.94 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.11M

Not enough data

1 years with asset history on file

Average account balance

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

$585K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$262K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+66.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2861

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$39K

$2579 / participant

Other / not subdivided$39K100.0%

% of EOY assets

1.077%

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

$224,440

$202,342+10.9%

$172,752+29.9%

$152,897+46.8%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

26.98%

1029.83%-1002.8pp

802.97%-776.0pp

345.43%-318.5pp

Employer contribution / active EE

$7,478

$5,858+27.7%

$5,144+45.4%

$4,764+57.0%

Participant deferral / active EE

$4,292

$5,948-27.8%

$5,198-17.4%

$5,851-26.6%

Admin fee / account holder

$2,418

$17,111-85.9%

$13,955-82.7%

$11,599-79.2%

RUSSELL DERMATOLOGY OF CONWAY PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUSSELL DERMATOLOGY OF CONWAY PLLC 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