Retirement plan

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND

Name: SUBURBAN UROLOGIC ASSOCIATES, P.C. - SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND (2018) Form 5500
Creator: SUBURBAN UROLOGIC ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND, SUBURBAN UROLOGIC ASSOCIATES, P.C.

SUBURBAN UROLOGIC ASSOCIATES, P.C.EIN 25-1219366Plan #001PY 2018

2790 MOSSIDE BLVD SUITE G110 - MONROEVILLE, PA 15146412-373-6330suburbanurologic.comLinkedIn1-10 employeeshospital & health care

Other plans on this EIN

2 filings

#004Retirement-$344K assets #003Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.6M

+37.9% from 2017

Total participants

-12.5% from 2017

Average account balance

$455,452

+57.6% from 2017

Annual return

33.96%

+17.71 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.68M

Not enough data

1 years with asset history on file

Average account balance

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

$528K

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

$311K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$208662

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 codes2J2E2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$7K

$344 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.072%

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

$455,452

$180,459+152.4%

$154,108+195.5%

$135,380+236.4%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

33.96%

888.21%-854.3pp

735.21%-701.2pp

519.81%-485.8pp

Employer contribution / active EE

$8,645

$6,035+43.2%

$5,298+63.2%

$4,779+80.9%

Participant deferral / active EE

$5,504

$5,806-5.2%

$5,081+8.3%

$5,609-1.9%

Admin fee / account holder

$327

$16,145-98.0%

$13,411-97.6%

$10,828-97.0%

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND

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