Retirement plan

STAMFORD PATHOLOGY GROUP, P.C. PROFIT SHARING PLAN & TRUST

Name: STAMFORD PATHOLOGY GROUP, P.C. - STAMFORD PATHOLOGY GROUP, P.C. PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: STAMFORD PATHOLOGY GROUP, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAMFORD PATHOLOGY GROUP, P.C. PROFIT SHARING PLAN & TRUST, STAMFORD PATHOLOGY GROUP, P.C.

STAMFORD PATHOLOGY GROUP, P.C.EIN 86-1153098Plan #001PY 2021

30 SHELBURNE ROAD - STAMFORD, CT 06904203-276-4067stamfordpathologygroup.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$8.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.7M

+17.9% from 2020

Total participants

0.0% from 2020

Average account balance

$932,069

+17.9% from 2020

Annual return

12.76%

-7.29 pp from 2020

Benchmarks

See 103,200 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,200 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.13M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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

$253K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+18.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5306

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$14K

$2851 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.306%

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

$932,069

$217,427+328.7%

$185,837+401.6%

$167,518+456.4%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

12.76%

148.39%-135.6pp

122.08%-109.3pp

478.71%-466.0pp

Employer contribution / active EE

$17,400

$5,874+196.2%

$5,168+236.7%

$4,838+259.6%

Participant deferral / active EE

$23,400

$6,357+268.1%

$5,568+320.2%

$6,342+269.0%

Admin fee / account holder

$2,851

$19,816-85.6%

$16,241-82.4%

$12,312-76.8%

STAMFORD PATHOLOGY GROUP, P.C. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAMFORD PATHOLOGY GROUP, P.C. PROFIT SHARING PLAN & TRUST

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