Retirement plan

SUPERIOR MEDICAL CONSULTANTS L 401 K PROFIT SHARING PLAN TRUST

Name: SUPERIOR MEDICAL CONSULTANTS L - SUPERIOR MEDICAL CONSULTANTS L 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: SUPERIOR MEDICAL CONSULTANTS L
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR MEDICAL CONSULTANTS L 401 K PROFIT SHARING PLAN TRUST, SUPERIOR MEDICAL CONSULTANTS L

SUPERIOR MEDICAL CONSULTANTS LEIN 20-4530198Plan #001PY 2015

60 BARRETT DR STE C - WEBSTER, NY 145802963585-703-2451smcexams.comLinkedIn11-50 employeesinsurance

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$474K

No prior year

Total participants

No prior year

Average account balance

$22,578

No prior year

Annual return

-0.32%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.66M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

123.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$860

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$81 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.256%

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

$22,578

$168,635-86.6%

$147,617-84.7%

$125,389-82.0%

Participation rate

93.3%

88.8%+4.6pp

84.6%+8.7pp

83.2%+10.1pp

Annual return

-0.32%

77.65%-78.0pp

61.98%-62.3pp

282.24%-282.6pp

Employer contribution / active EE

$659

$6,252-89.5%

$5,564-88.2%

$4,866-86.5%

Participant deferral / active EE

$6,132

$5,507+11.4%

$4,895+25.3%

$5,352+14.6%

Admin fee / account holder

$58

$13,580-99.6%

$11,612-99.5%

$9,541-99.4%

SUPERIOR MEDICAL CONSULTANTS L 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERIOR MEDICAL CONSULTANTS L 401 K PROFIT SHARING PLAN TRUST

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