Retirement plan

WATERBURY RADIATION ONCOLOGY 401K PROFIT SHARING

Name: WATERBURY RADIATION ONCOLOGY ASSOC. - WATERBURY RADIATION ONCOLOGY 401K PROFIT SHARING (2021) Form 5500
Creator: WATERBURY RADIATION ONCOLOGY ASSOC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WATERBURY RADIATION ONCOLOGY 401K PROFIT SHARING, WATERBURY RADIATION ONCOLOGY ASSOC.

WATERBURY RADIATION ONCOLOGY ASSOC.EIN 06-1007815Plan #002PY 2021

1075 CHASE PKWY - WATERBURY, CT 067082948203-575-5555

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7.7M

+35.3% from 2020

Total participants

-20.0% from 2020

Average account balance

$1,914,010

+35.3% from 2020

Annual return

31.87%

+29.83 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.50M

Not enough data

1 years with asset history on file

Average account balance

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

$750K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,914,010

$217,432+780.3%

$185,849+929.9%

$167,536+1042.4%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

31.87%

148.42%-116.5pp

122.10%-90.2pp

478.82%-446.9pp

Employer contribution / active EE

$29,618

$5,875+404.2%

$5,169+473.0%

$4,839+512.1%

Participant deferral / active EE

$18,209

$6,357+186.4%

$5,569+227.0%

$6,342+187.1%

Admin fee / account holder

$19,818-100.0%

$16,244-100.0%

$12,315-100.0%

WATERBURY RADIATION ONCOLOGY 401K PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WATERBURY RADIATION ONCOLOGY 401K PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion