Retirement plan

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

Name: TACONIC ORTHOPAEDICS, P.C. - TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST (2019) Form 5500
Creator: TACONIC ORTHOPAEDICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST, TACONIC ORTHOPAEDICS, P.C.

TACONIC ORTHOPAEDICS, P.C.EIN 03-0273152Plan #001PY 2019

332 DEWEY STREET - BENNINGTON, VT 05201802-442-6314LinkedIn1-10 employeesdefense & space

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$775K

+9.1% from 2018

Total participants

-20.0% from 2018

Average account balance

$96,937

+36.4% from 2018

Annual return

24.54%

+26.13 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.22M

Not enough data

1 years with asset history on file

Average account balance

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

$222K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1734

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$191K

$31769 / participant

Other / not subdivided$191K100.0%

% of EOY assets

24.580%

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

$96,937

$202,342-52.1%

$172,753-43.9%

$152,909-36.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

24.54%

1029.88%-1005.3pp

803.00%-778.5pp

345.46%-320.9pp

Employer contribution / active EE

$9,373

$5,857+60.0%

$5,144+82.2%

$4,764+96.8%

Participant deferral / active EE

$4,083

$5,948-31.4%

$5,198-21.4%

$5,851-30.2%

Admin fee / account holder

$23,827

$17,112+39.2%

$13,956+70.7%

$11,601+105.4%

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND 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