Retirement plan

ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN

Name: ARUNDEL PEDIATRICS, PA - ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN (2019) Form 5500
Creator: ARUNDEL PEDIATRICS, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN, ARUNDEL PEDIATRICS, PA

ARUNDEL PEDIATRICS, PAEIN 83-0440024Plan #001PY 2019

605 GLOBEL WAY, SUITE 119 - LINTHICUM, MD 21090410-789-7337arundelpediatrics.comLinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+49.9% from 2018

Total participants

+12.5% from 2018

Average account balance

$51,892

+22.1% from 2018

Annual return

32.56%

+40.05 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

$1.72M

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

$77K

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

+10.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5268

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 codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$85

$3 / participant

Other / not subdivided$85100.0%

% of EOY assets

0.006%

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

$51,892

$85,171-39.1%

$172,752-70.0%

$72,975-28.9%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

32.56%

27.32%+5.2pp

802.97%-770.4pp

81.01%-48.4pp

Employer contribution / active EE

$1,562

$3,324-53.0%

$5,144-69.6%

$2,440-36.0%

Participant deferral / active EE

$4,437

$3,260+36.1%

$5,198-14.6%

$3,608+23.0%

Admin fee / account holder

$5,880-99.9%

$13,955-100.0%

$5,124-99.9%

ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARUNDEL PEDIATRICS, P.A. 401 K 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