Retirement plan

THE CENTER FOR SPINAL DISORDERS 401(K) PLAN

Name: TJ ORTHOPAEDICS PLLC - THE CENTER FOR SPINAL DISORDERS 401(K) PLAN (2018) Form 5500
Creator: TJ ORTHOPAEDICS PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CENTER FOR SPINAL DISORDERS 401(K) PLAN, TJ ORTHOPAEDICS PLLC

TJ ORTHOPAEDICS PLLCEIN 20-1012630Plan #001PY 2018

1414 NEWKIRK AVENUE - BROOKLYN, NY 11226718-759-6100

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+25.5% from 2017

Total participants

-18.4% from 2017

Average account balance

$45,282

-52.4% from 2017

Annual return

-4.24%

-25.59 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.70M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$423K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6411

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 codes2E2J3B3D3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$45,282

$75,962-40.4%

$154,108-70.6%

$64,173-29.4%

Participation rate

93.5%

70.4%+23.1pp

83.0%+10.5pp

69.6%+24.0pp

Annual return

-4.24%

30.32%-34.6pp

735.21%-739.4pp

7.63%-11.9pp

Employer contribution / active EE

$3,643

$3,350+8.8%

$5,298-31.2%

$2,381+53.0%

Participant deferral / active EE

$6,396

$3,175+101.5%

$5,081+25.9%

$3,470+84.4%

Admin fee / account holder

$5,589-100.0%

$13,411-100.0%

$4,887-100.0%

THE CENTER FOR SPINAL DISORDERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE CENTER FOR SPINAL DISORDERS 401(K) PLAN

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