Retirement plan

ARCADIA PATHOLOGY NETWORK, PLLC RETIREMENT PLAN

Name: ARCADIA PATHOLOGY NETWORK, PLLC - ARCADIA PATHOLOGY NETWORK, PLLC RETIREMENT PLAN (2020) Form 5500
Creator: ARCADIA PATHOLOGY NETWORK, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCADIA PATHOLOGY NETWORK, PLLC RETIREMENT PLAN, ARCADIA PATHOLOGY NETWORK, PLLC

ARCADIA PATHOLOGY NETWORK, PLLCEIN 81-2786504Plan #001PY 2020

6019 OLD ORCHARD RD. - KERNERSVILLE, NC 27284336-406-5297LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$970K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$203K

No prior year

Total participants

No prior year

Average account balance

$101,339

No prior year

Annual return

29.60%

No prior year

Benchmarks

See 102,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,098 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$246K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

-22.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

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.
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

$1K

$727 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.717%

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

$101,339

$209,425-51.6%

$178,499-43.2%

$158,966-36.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

29.60%

188.80%-159.2pp

151.10%-121.5pp

302.95%-273.3pp

Employer contribution / active EE

$14,405

$5,707+152.4%

$5,011+187.5%

$4,762+202.5%

Participant deferral / active EE

$13,000

$5,955+118.3%

$5,202+149.9%

$5,983+117.3%

Admin fee / account holder

$727

$17,078-95.7%

$13,986-94.8%

$11,250-93.5%

ARCADIA PATHOLOGY NETWORK, PLLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCADIA PATHOLOGY NETWORK, PLLC RETIREMENT 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