Retirement plan

ROCKINGHAM RADIOLOGISTS LTD PROFIT SHARING PLAN

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

ROCKINGHAM RADIOLOGISTS LTDEIN 20-3931883Plan #001PY 2017

57 SOUTH MAIN STREET STE 507 - HARRISONBURG, VA 22801540-689-1988LinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$9.4M

-30.2% from 2016

Total participants

-9.1% from 2016

Average account balance

$937,072

-23.2% from 2016

Annual return

-34.78%

-43.80 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

$15.09M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$720K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$72K

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

+9.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$468

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$937,072

$198,457+372.2%

$170,435+449.8%

$147,586+534.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

-34.78%

257.30%-292.1pp

205.94%-240.7pp

578.59%-613.4pp

Employer contribution / active EE

$58,080

$6,183+839.3%

$5,432+969.2%

$4,876+1091.0%

Participant deferral / active EE

$6,600

$5,629+17.2%

$4,939+33.6%

$5,439+21.4%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ROCKINGHAM RADIOLOGISTS LTD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROCKINGHAM RADIOLOGISTS LTD PROFIT SHARING 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