Retirement plan

MAT-SU SURGICAL ASSOCIATES, APC 401(K) PLAN

Name: MAT-SU SURGICAL ASSOCIATES, APC - MAT-SU SURGICAL ASSOCIATES, APC 401(K) PLAN (2019) Form 5500
Creator: MAT-SU SURGICAL ASSOCIATES, APC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAT-SU SURGICAL ASSOCIATES, APC 401(K) PLAN, MAT-SU SURGICAL ASSOCIATES, APC

MAT-SU SURGICAL ASSOCIATES, APCEIN 20-4559345Plan #002PY 2019

P.O. BOX 876774 - WASILLA, AK 99687907-745-9401LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$3.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+40.9% from 2018

Total participants

+57.1% from 2018

Average account balance

$124,425

-10.3% from 2018

Annual return

26.07%

+34.20 pp from 2018

Benchmarks

See 104,318 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,318 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$203K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$219K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+7.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1877

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 codes2E2J3D

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.
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

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

$6K

$563 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.412%

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

$124,425

$202,326-38.5%

$172,745-28.0%

$152,870-18.6%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

26.07%

1029.72%-1003.7pp

802.90%-776.8pp

345.34%-319.3pp

Employer contribution / active EE

$5,619

$5,858-4.1%

$5,144+9.2%

$4,763+18.0%

Participant deferral / active EE

$8,791

$5,948+47.8%

$5,197+69.1%

$5,850+50.3%

Admin fee / account holder

$512

$17,110-97.0%

$13,954-96.3%

$11,597-95.6%

MAT-SU SURGICAL ASSOCIATES, APC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAT-SU SURGICAL ASSOCIATES, APC 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