Retirement plan

FRANKE PHYSICAL THERAPY, P.C. PROFIT SHARING PLAN & TRUST AGREEMENT (AMENDED & RESTATED)

Name: FRANKE PHYSICAL THERAPY, PC - FRANKE PHYSICAL THERAPY, P.C. PROFIT SHARING PLAN & TRUST AGREEMENT (AMENDED & RESTATED) (2017) Form 5500
Creator: FRANKE PHYSICAL THERAPY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANKE PHYSICAL THERAPY, P.C. PROFIT SHARING PLAN & TRUST AGREEMENT (AMENDED & RESTATED), FRANKE PHYSICAL THERAPY, PC

FRANKE PHYSICAL THERAPY, PCEIN 86-0781538Plan #001PY 2017

4510 EAST CAMP LOWELL DRIVE - TUCSON, AZ 85712520-320-7712LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$497K

+26.3% from 2016

Total participants

0.0% from 2016

Average account balance

$124,270

+26.3% from 2016

Annual return

15.15%

+6.90 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+7.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2510

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$1167 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.939%

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

$124,270

$198,461-37.4%

$170,436-27.1%

$147,585-15.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

15.15%

257.30%-242.2pp

205.94%-190.8pp

578.57%-563.4pp

Employer contribution / active EE

$2,801

$6,184-54.7%

$5,433-48.4%

$4,876-42.6%

Participant deferral / active EE

$8,166

$5,629+45.1%

$4,939+65.3%

$5,439+50.2%

Admin fee / account holder

$1,167

$16,852-93.1%

$13,880-91.6%

$10,885-89.3%

FRANKE PHYSICAL THERAPY, P.C. PROFIT SHARING PLAN & TRUST AGREEMENT (AMENDED & RESTATED)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRANKE PHYSICAL THERAPY, P.C. PROFIT SHARING PLAN & TRUST AGREEMENT (AMENDED & RESTATED)

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