Retirement plan

THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C. PROFIT SHARING PLAN

Name: THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C. - THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C. PROFIT SHARING PLAN (2016) Form 5500
Creator: THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C. PROFIT SHARING PLAN, THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C.

THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C.EIN 20-1391282Plan #002PY 2016

808 RIVERBEND DRIVE - DOUGLAS, WY 82633307-358-6200

Other plans on this EIN

1 filing

#003Retirement-$974K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+177.7% from 2015

Total participants

+58.8% from 2015

Average account balance

$69,764

No prior year

Annual return

8.06%

+13.80 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.63M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$242K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2386

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 codes2E2F2G2J3D3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$16K

$1014 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.894%

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

$69,764

$181,896-61.6%

$156,551-55.4%

$273,972-74.5%

Participation rate

93.8%

88.4%+5.4pp

84.0%+9.7pp

83.0%+10.7pp

Annual return

8.06%

30.74%-22.7pp

32.23%-24.2pp

41.46%-33.4pp

Employer contribution / active EE

$4,445

$6,248-28.9%

$5,501-19.2%

$4,869-8.7%

Participant deferral / active EE

$6,866

$5,550+23.7%

$4,871+41.0%

$5,287+29.9%

Admin fee / account holder

$624

$15,560-96.0%

$13,028-95.2%

$10,133-93.8%

THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C. 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