Retirement plan

ABC PEDIATRICS, P.A. 401(K) PROFIT SHARING PLAN

Name: ABC PEDIATRICS, PA - ABC PEDIATRICS, P.A. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ABC PEDIATRICS, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABC PEDIATRICS, P.A. 401(K) PROFIT SHARING PLAN, ABC PEDIATRICS, PA

ABC PEDIATRICS, PAEIN 74-2693173Plan #001PY 2017

3533 S. ALAMEDA, #303 - CORPUS CHRISTI, TX 78411361-853-3222

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+22.1% from 2016

Total participants

-11.4% from 2016

Average account balance

$80,334

+37.8% from 2016

Annual return

17.04%

+9.11 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.23M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$378K

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

+9.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$762

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 codes2E2G2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$40K

$1373 / participant

Other / not subdivided$40K100.0%

% of EOY assets

1.271%

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

$80,334

$84,236-4.6%

$170,435-52.9%

$70,126+14.6%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

17.04%

23.06%-6.0pp

205.94%-188.9pp

73.15%-56.1pp

Employer contribution / active EE

$2,291

$3,387-32.4%

$5,432-57.8%

$2,343-2.2%

Participant deferral / active EE

$3,757

$3,086+21.8%

$4,939-23.9%

$3,332+12.8%

Admin fee / account holder

$1,021

$5,698-82.1%

$13,881-92.6%

$4,645-78.0%

ABC PEDIATRICS, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABC PEDIATRICS, P.A. 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