Retirement plan

ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN

Name: ARUNDEL PEDIATRICS, PA - ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN (2021) 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 2021

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)

$2.5M

+30.7% from 2020

Total participants

+3.7% from 2020

Average account balance

$88,956

+26.0% from 2020

Annual return

16.47%

-8.70 pp from 2020

Benchmarks

See 18,809 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,809 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2730

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.

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

$88,956

$95,383-6.7%

$185,837-52.1%

$85,856+3.6%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

16.47%

23.59%-7.1pp

122.08%-105.6pp

318.58%-302.1pp

Employer contribution / active EE

$4,883

$3,313+47.4%

$5,168-5.5%

$2,565+90.4%

Participant deferral / active EE

$4,795

$3,423+40.1%

$5,568-13.9%

$3,952+21.3%

Admin fee / account holder

$7,213-100.0%

$16,241-100.0%

$6,261-100.0%

ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARUNDEL PEDIATRICS, P.A. 401 K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion