Retirement plan

ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Name: ORTHOPAEDIC ASSOCIATES, P.A. - ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ORTHOPAEDIC ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN, ORTHOPAEDIC ASSOCIATES, P.A.

ORTHOPAEDIC ASSOCIATES, P.A.EIN 22-1868802Plan #004PY 2017

15-01 BROADWAY, SUITE 20 - FAIR LAWN, NJ 07410201-794-6008

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.7M

+9.4% from 2016

Total participants

+4.0% from 2016

Average account balance

$258,573

+5.2% from 2016

Annual return

10.22%

+10.56 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

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$408K

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.

500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31153

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$293K

$14659 / participant

Other / not subdivided$293K100.0%

% of EOY assets

4.361%

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

$258,573

$198,457+30.3%

$170,435+51.7%

$147,586+75.2%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.22%

257.30%-247.1pp

205.94%-195.7pp

578.59%-568.4pp

Employer contribution / active EE

$6,851

$6,183+10.8%

$5,432+26.1%

$4,876+40.5%

Participant deferral / active EE

$4,031

$5,629-28.4%

$4,939-18.4%

$5,439-25.9%

Admin fee / account holder

$11,276

$16,852-33.1%

$13,881-18.8%

$10,886+3.6%

ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING 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