Retirement plan

NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION SAFE HARBOR 401(K) PLAN

Name: NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION - NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION SAFE HARBOR 401(K) PLAN (2021) Form 5500
Creator: NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION SAFE HARBOR 401(K) PLAN, NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION

NEW WEST ORTHOPAEDIC & SPORTS REHABILITATIONEIN 20-0317167Plan #001PY 2021

2810 WEST 35TH STREET, SUITE 2 - KEARNEY, NE 68845308-237-7388LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+37.5% from 2020

Total participants

-7.3% from 2020

Average account balance

$39,050

+19.4% from 2020

Annual return

17.65%

+17.65 pp from 2020

Benchmarks

See 18,803 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,803 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.27M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

178.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$547

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 codes2E2G2J2T3D

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.
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

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

$15K

$454 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.979%

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

$39,050

$95,415-59.1%

$185,851-79.0%

$85,851-54.5%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

17.65%

23.59%-5.9pp

122.11%-104.5pp

318.63%-301.0pp

Employer contribution / active EE

$1,743

$3,314-47.4%

$5,168-66.3%

$2,565-32.1%

Participant deferral / active EE

$4,946

$3,424+44.5%

$5,569-11.2%

$3,952+25.1%

Admin fee / account holder

$382

$7,215-94.7%

$16,245-97.6%

$6,261-93.9%

NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW WEST ORTHOPAEDIC & SPORTS REHABILITATION SAFE HARBOR 401(K) 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