Plan Ledger DOL Form 5500 · updated monthly

Peachtree Orthopaedic Clinic, P.A.401(k)

PEACHTREE ORTHOPAEDIC CLINIC, P.A. 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Peachtree Orthopaedic Clinic, P.A. reported $26,768 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,038 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 305th-largest of 2,160 plans among Georgia employers on file, and the 1,180th of 11,911 in health care & social assistance. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 489 to 538 since 2022.

Plan summary
Net assets, end of year$90,637,323
Participants with balances583
Active participants538
Employer contributions$3,248,603
Employee contributions$3,287,729
Employer contribution per active participant$6,038
Average account balance$155,467
Benefits paid to participants$7,628,581
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.6M · 583 accts · $3.2M emplr
2023$82.4M · 504 accts · $3.0M emplr
2022$72.3M · 506 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,768
Total administrative$26,768
The Peachtree Orthopaedic Clinic, P.A. 401(k) match · 2024
Employer contribution per active participant$6,038
Median for plans this size$3,635
2024$6,038 per active participant
2023$6,080 per active participant

Peachtree Orthopaedic Clinic, P.A.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,768

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$26,768 · 0.03%
2023$23,331 · 0.03%
2022$18,455 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Houston Healthcare GA$124.0M · 0.11%
Care, Inc. GA$115.5M · 0.08%
Usop, LLC GA$102.5M · 0.24%
Mariner Health Care GA$75.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581080740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.