Retirement plan

ORTHOPEDIC & WELLNESS 401(K) PLAN

Name: ADVANCED PAIN MANAGEMENT, LLC - ORTHOPEDIC & WELLNESS 401(K) PLAN (2019) Form 5500
Creator: ADVANCED PAIN MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOPEDIC & WELLNESS 401(K) PLAN, ADVANCED PAIN MANAGEMENT, LLC

ADVANCED PAIN MANAGEMENT, LLCEIN 82-2673402Plan #001PY 2019

1050 KEY PARKWAY, SUITE 103 - FREDERICK, MD 21702240-629-3990

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$241K

+130.8% from 2018

Total participants

-11.1% from 2018

Average account balance

$12,686

+106.5% from 2018

Annual return

36.55%

+36.55 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$525K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

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

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4314

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 codes2F2G2J2T

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.
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.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$87

$5 / participant

Other / not subdivided$87100.0%

% of EOY assets

0.036%

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

$12,686

$202,342-93.7%

$172,753-92.7%

$152,909-91.7%

Participation rate

70.6%

87.1%-16.5pp

82.6%-12.1pp

82.5%-11.9pp

Annual return

36.55%

1029.88%-993.3pp

803.00%-766.4pp

345.46%-308.9pp

Employer contribution / active EE

$2,442

$5,857-58.3%

$5,144-52.5%

$4,764-48.7%

Participant deferral / active EE

$3,347

$5,948-43.7%

$5,198-35.6%

$5,851-42.8%

Admin fee / account holder

$17,112-100.0%

$13,956-100.0%

$11,601-100.0%

ORTHOPEDIC & WELLNESS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHOPEDIC & WELLNESS 401(K) 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