Retirement plan

PRECISION ORTHOPEDICS PC PROFIT SHARING PLAN

Name: PRECISION ORTHOPEDICS PC - PRECISION ORTHOPEDICS PC PROFIT SHARING PLAN (2017) Form 5500
Creator: PRECISION ORTHOPEDICS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRECISION ORTHOPEDICS PC PROFIT SHARING PLAN, PRECISION ORTHOPEDICS PC

PRECISION ORTHOPEDICS PCEIN 13-4305875Plan #001PY 2017

255 UNION BOULEVARD SUITE 360 - LAKEWOOD, CO 80228303-963-4300LinkedIn51-200 employeesindustrial automation

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

-28.0% from 2016

Total participants

0.0% from 2016

Average account balance

$466,949

-28.0% from 2016

Annual return

27.40%

+31.11 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$119K

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

+24.59%

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.3M

$385240 / participant

Other / not subdivided$2M100.0%

% of EOY assets

82.501%

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

$466,949

$198,457+135.3%

$170,435+174.0%

$147,586+216.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

27.40%

257.30%-229.9pp

205.94%-178.5pp

578.59%-551.2pp

Employer contribution / active EE

$13,795

$6,183+123.1%

$5,432+153.9%

$4,876+182.9%

Participant deferral / active EE

$12,575

$5,629+123.4%

$4,939+154.6%

$5,439+131.2%

Admin fee / account holder

$385,240

$16,852+2186.0%

$13,881+2675.3%

$10,886+3438.9%

PRECISION ORTHOPEDICS PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRECISION ORTHOPEDICS PC 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