Retirement plan

SALTZMAN UROLOGICAL ASSOC PROFIT SHARING PLAN

Name: SALTZMAN UROLOGICAL ASSOCIATES P.C. - SALTZMAN UROLOGICAL ASSOC PROFIT SHARING PLAN (2016) Form 5500
Creator: SALTZMAN UROLOGICAL ASSOCIATES P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SALTZMAN UROLOGICAL ASSOC PROFIT SHARING PLAN, SALTZMAN UROLOGICAL ASSOCIATES P.C.

SALTZMAN UROLOGICAL ASSOCIATES P.C.EIN 04-3125887Plan #001PY 2016

2000 WASHINGTON STREET - NEWTON, MA 02462617-332-0116LinkedIn1-10 employeesmarketing and advertising

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.6M

No prior year

Total participants

No prior year

Average account balance

$620,939

No prior year

Annual return

9.53%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.81M

Not enough data

1 years with asset history on file

Average account balance

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

$2.8M

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

$210K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16105

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 codes2E3D2J

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.
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

$185K

$26451 / participant

Other / not subdivided$185K100.0%

% of EOY assets

3.313%

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

$620,939

$181,896+241.4%

$156,551+296.6%

$273,972+126.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

9.53%

30.74%-21.2pp

32.23%-22.7pp

41.46%-31.9pp

Employer contribution / active EE

$12,171

$6,248+94.8%

$5,501+121.2%

$4,869+150.0%

Participant deferral / active EE

$10,820

$5,550+94.9%

$4,871+122.1%

$5,287+104.6%

Admin fee / account holder

$20,573

$15,560+32.2%

$13,028+57.9%

$10,133+103.0%

SALTZMAN UROLOGICAL ASSOC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SALTZMAN UROLOGICAL ASSOC PROFIT SHARING PLAN

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