Retirement plan

EMPLOYEE BENEFIT PLAN OF ALLSTAR HEALTHCARE, INC.

Name: ALLSTAR HEALTHCARE, INC. - EMPLOYEE BENEFIT PLAN OF ALLSTAR HEALTHCARE, INC. (2021) Form 5500
Creator: ALLSTAR HEALTHCARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ALLSTAR HEALTHCARE, INC., ALLSTAR HEALTHCARE, INC.

ALLSTAR HEALTHCARE, INC.EIN 75-2613055Plan #002PY 2021

1100 W PIONEER PKWY - ARLINGTON, TX 760136367817-461-3341allstarhealthcaresa.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.7M

+14.9% from 2020

Total participants

-2.5% from 2020

Average account balance

$228,949

+20.9% from 2020

Annual return

16.99%

+2.64 pp from 2020

Benchmarks

See 18,811 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,811 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$10.78M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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.

125.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$357K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8158

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$450K

$16089 / participant

Other / not subdivided$450K100.0%

% of EOY assets

5.178%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$228,949

$95,416+139.9%

$185,823+23.2%

$85,850+166.7%

Participation rate

96.4%

68.8%+27.7pp

81.7%+14.7pp

69.3%+27.1pp

Annual return

16.99%

23.59%-6.6pp

122.05%-105.1pp

318.53%-301.5pp

Employer contribution / active EE

$2,976

$3,314-10.2%

$5,167-42.4%

$2,565+16.0%

Participant deferral / active EE

$7,427

$3,423+117.0%

$5,568+33.4%

$3,952+88.0%

Admin fee / account holder

$11,855

$7,213+64.4%

$16,237-27.0%

$6,260+89.4%

EMPLOYEE BENEFIT PLAN OF ALLSTAR HEALTHCARE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ALLSTAR HEALTHCARE, INC.

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