Retirement plan

JULIET ASHER MD 401K PLAN

Name: JULIET ASHER MD - JULIET ASHER MD 401K PLAN (2022) Form 5500
Creator: JULIET ASHER MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JULIET ASHER MD 401K PLAN, JULIET ASHER MD

JULIET ASHER MDEIN 82-2225856Plan #001PY 2022

3193 HOWELL MILL ROAD - ATLANTA, GA 30327404-530-9559julietashermd.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$289K

+31.4% from 2021

Total participants

0.0% from 2021

Average account balance

$144,436

+31.4% from 2021

Annual return

-7.11%

-8.62 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$478K

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+8.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1983

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$2K

$864 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.598%

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

$144,436

$167,353-13.7%

$143,797+0.4%

$134,545+7.4%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-7.11%

0.48%-7.6pp

-0.04%-7.1pp

418.37%-425.5pp

Employer contribution / active EE

$27,929

$5,620+396.9%

$4,952+464.0%

$4,742+489.0%

Participant deferral / active EE

$14,439

$6,447+124.0%

$5,638+156.1%

$6,401+125.6%

Admin fee / account holder

$864

$18,096-95.2%

$14,679-94.1%

$11,431-92.4%

JULIET ASHER MD 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JULIET ASHER MD 401K 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