Retirement plan

ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC PROFIT SHARING PLAN AND TRUST

Name: ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC - ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC PROFIT SHARING PLAN AND TRUST, ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC

ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PCEIN 81-0499975Plan #001PY 2019

50 SOUTH LAST CHANCE GULCH - HELENA, MT 59601406-442-5354associateddermhelena.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.4M

+17.9% from 2018

Total participants

+2.0% from 2018

Average account balance

$181,577

+15.6% from 2018

Annual return

17.57%

+20.38 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.02M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2705

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 codes2E2G2J3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$478K

$14935 / participant

Other / not subdivided$478K100.0%

% of EOY assets

5.062%

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

$181,577

$85,169+113.2%

$172,755+5.1%

$72,983+148.8%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

17.57%

27.32%-9.8pp

802.94%-785.4pp

81.01%-63.4pp

Employer contribution / active EE

$8,787

$3,324+164.4%

$5,144+70.8%

$2,440+260.2%

Participant deferral / active EE

$5,841

$3,260+79.2%

$5,198+12.4%

$3,608+61.9%

Admin fee / account holder

$9,191

$5,880+56.3%

$13,955-34.1%

$5,124+79.4%

ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC PROFIT SHARING PLAN AND TRUST

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