Retirement plan

BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

Name: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. - BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP (2015) Form 5500
Creator: BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP, BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C.

BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C.EIN 20-5971850Plan #001PY 2015

PO BOX 1334 - JESUP, GA 315981334912-427-0800bjisg.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$267,349

No prior year

Annual return

-0.79%

No prior year

Benchmarks

See 15,768 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,768 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$1.88M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50805

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2A2E2G2R

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$267,349

$75,828+252.6%

$147,614+81.1%

$59,632+348.3%

Participation rate

20.0%

71.6%-51.6pp

84.6%-64.6pp

68.7%-48.7pp

Annual return

-0.79%

0.37%-1.2pp

61.98%-62.8pp

2041.28%-2042.1pp

Employer contribution / active EE

$3,485-100.0%

$5,564-100.0%

$2,203-100.0%

Participant deferral / active EE

$3,130-100.0%

$4,895-100.0%

$3,192-100.0%

Admin fee / account holder

$5,985-100.0%

$11,611-100.0%

$4,297-100.0%

BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BONE AND JOINT INSTITUTE OF SOUTH GEORGIA, P.C. PSP

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