Retirement plan

EDMONDS ANESTHESIA SERVICES, PLLC 401K

Name: MARK B EDMONDS MD - EDMONDS ANESTHESIA SERVICES, PLLC 401K (2018) Form 5500
Creator: MARK B EDMONDS MD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDMONDS ANESTHESIA SERVICES, PLLC 401K, MARK B EDMONDS MD

MARK B EDMONDS MDEIN 82-4697323Plan #001PY 2018

2509 WILDWOOD AVE - PONCA CITY, OK 74604580-716-8462

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$410K

+13.3% from 2017

Total participants

0.0% from 2017

Average account balance

$205,072

+13.3% from 2017

Annual return

-2.76%

-2.76 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$906K

Not enough data

1 years with asset history on file

Average account balance

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

$453K

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+7.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2639

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 codes2J

Plan features

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

$1044 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.509%

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

$205,072

$180,462+13.6%

$154,111+33.1%

$135,379+51.5%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-2.76%

888.17%-890.9pp

735.18%-737.9pp

519.79%-522.5pp

Employer contribution / active EE

$4,523

$6,036-25.1%

$5,298-14.6%

$4,779-5.4%

Participant deferral / active EE

$24,500

$5,806+322.0%

$5,081+382.2%

$5,609+336.8%

Admin fee / account holder

$1,044

$16,145-93.5%

$13,411-92.2%

$10,828-90.4%

EDMONDS ANESTHESIA SERVICES, PLLC 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDMONDS ANESTHESIA SERVICES, PLLC 401K

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