Retirement plan

VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE 401(K) PLAN

Name: VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE - VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE 401(K) PLAN (2020) Form 5500
Creator: VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE 401(K) PLAN, VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE

VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINEEIN 76-0804445Plan #001PY 2020

6103 SOLITAIRE WAY - MCLEAN, VA 221014236703-717-4094virginiaped.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.1M

+13.8% from 2019

Total participants

+13.6% from 2019

Average account balance

$43,970

+4.3% from 2019

Annual return

0.26%

-21.38 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

164.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$569

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$43,970

$209,422-79.0%

$178,503-75.4%

$158,982-72.3%

Participation rate

90.0%

86.4%+3.6pp

81.9%+8.1pp

82.0%+8.0pp

Annual return

0.26%

188.81%-188.6pp

151.12%-150.9pp

302.99%-302.7pp

Employer contribution / active EE

$5,794

$5,707+1.5%

$5,011+15.6%

$4,763+21.6%

Participant deferral / active EE

$6,761

$5,955+13.5%

$5,202+30.0%

$5,983+13.0%

Admin fee / account holder

$17,079-100.0%

$13,987-100.0%

$11,252-100.0%

VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VIRGINIA PEDIATRIC AND ADOLESCENT MEDICINE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion