Retirement plan

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

Name: MAT-SU SURGICAL ASSOCIATES, APC - MAT-SU SURGICAL ASSOCIATES, APC 401(K) PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$5.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+45.5% from 2019

Total participants

-9.1% from 2019

Average account balance

$199,132

+60.0% from 2019

Annual return

35.24%

+9.17 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

$17K

$2084 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.837%

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

$199,132

$209,422-4.9%

$178,503+11.6%

$158,982+25.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

35.24%

188.81%-153.6pp

151.12%-115.9pp

302.99%-267.8pp

Employer contribution / active EE

$6,634

$5,707+16.2%

$5,011+32.4%

$4,763+39.3%

Participant deferral / active EE

$11,531

$5,955+93.6%

$5,202+121.7%

$5,983+92.7%

Admin fee / account holder

$1,667

$17,079-90.2%

$13,987-88.1%

$11,252-85.2%

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