Retirement plan

NEUROLOGY CONSULTANTS OF NEBRASKA, P.C. 401(K) PLAN

Name: NEUROLOGY CONSULTANTS OF NEBRASKA, P.C. - NEUROLOGY CONSULTANTS OF NEBRASKA, P.C. 401(K) PLAN (2018) Form 5500
Creator: NEUROLOGY CONSULTANTS OF NEBRASKA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEUROLOGY CONSULTANTS OF NEBRASKA, P.C. 401(K) PLAN, NEUROLOGY CONSULTANTS OF NEBRASKA, P.C.

NEUROLOGY CONSULTANTS OF NEBRASKA, P.C.EIN 20-2584460Plan #001PY 2018

4242 FARNAM ST, STE 500 - OMAHA, NE 68131402-552-2650nebraskaneurology.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+7.2% from 2017

Total participants

+7.1% from 2017

Average account balance

$85,241

+7.2% from 2017

Annual return

-6.49%

-29.24 pp from 2017

Benchmarks

See 105,561 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,561 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19129

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 codes2E2G2J3D

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.
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

2 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).

Expense breakdown

Schedule H Part II

Admin total

$13K

$897 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.052%

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

$85,241

$180,462-52.8%

$154,111-44.7%

$135,379-37.0%

Participation rate

92.9%

87.4%+5.4pp

83.0%+9.8pp

82.6%+10.2pp

Annual return

-6.49%

888.17%-894.7pp

735.18%-741.7pp

519.79%-526.3pp

Employer contribution / active EE

$3,576

$6,036-40.8%

$5,298-32.5%

$4,779-25.2%

Participant deferral / active EE

$8,180

$5,806+40.9%

$5,081+61.0%

$5,609+45.8%

Admin fee / account holder

$897

$16,145-94.4%

$13,411-93.3%

$10,828-91.7%

NEUROLOGY CONSULTANTS OF NEBRASKA, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEUROLOGY CONSULTANTS OF NEBRASKA, P.C. 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