Retirement plan

TORRINGTON RADIOLOGISTS, P.C. ROTH SH 401(K) PROFIT SHARING

Name: TORRINGTON RADIOLOGISTS, P.C. - TORRINGTON RADIOLOGISTS, P.C. ROTH SH 401(K) PROFIT SHARING (2015) Form 5500
Creator: TORRINGTON RADIOLOGISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TORRINGTON RADIOLOGISTS, P.C. ROTH SH 401(K) PROFIT SHARING, TORRINGTON RADIOLOGISTS, P.C.

TORRINGTON RADIOLOGISTS, P.C.EIN 06-0914379Plan #002PY 2015

57 COMMERCIAL BOULEVARD - TORRINGTON, CT 06790860-496-6121LinkedIn1-10 employeescomputer software

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$6.1M

No prior year

Total participants

No prior year

Average account balance

$189,949

No prior year

Annual return

-1.34%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.91M

Not enough data

1 years with asset history on file

Average account balance

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

$232K

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.

193.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$918K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+22.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$247

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 codes2E2G2J2T3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$1.6M

$60254 / participant

Other / not subdivided$2M100.0%

% of EOY assets

26.765%

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

$189,949

$75,832+150.5%

$147,617+28.7%

$59,633+218.5%

Participation rate

81.5%

71.6%+9.9pp

84.6%-3.1pp

68.7%+12.8pp

Annual return

-1.34%

0.37%-1.7pp

61.98%-63.3pp

2041.45%-2042.8pp

Employer contribution / active EE

$3,485-99.9%

$5,564-100.0%

$2,203-99.9%

Participant deferral / active EE

$5,539

$3,131+76.9%

$4,895+13.2%

$3,192+73.6%

Admin fee / account holder

$50,839

$5,986+749.4%

$11,612+337.8%

$4,297+1083.2%

TORRINGTON RADIOLOGISTS, P.C. ROTH SH 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TORRINGTON RADIOLOGISTS, P.C. ROTH SH 401(K) PROFIT SHARING

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