Retirement plan

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN

Name: SUBURBAN UROLOGIC ASSOCIATES, P.C. - SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN (2021) 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 RESTATED PROFIT SHARING PLAN, SUBURBAN UROLOGIC ASSOCIATES, P.C.

SUBURBAN UROLOGIC ASSOCIATES, P.C.EIN 25-1219366Plan #001PY 2021

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

Other plans on this EIN

1 filing

#004Retirement-$1.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14.9M

+14.5% from 2020

Total participants

-4.3% from 2020

Average account balance

$676,211

+19.7% from 2020

Annual return

14.91%

+3.53 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

$375K

$17861 / participant

Other / not subdivided$375K100.0%

% of EOY assets

2.521%

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

$676,211

$217,432+211.0%

$185,849+263.8%

$167,536+303.6%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

14.91%

148.42%-133.5pp

122.10%-107.2pp

478.82%-463.9pp

Employer contribution / active EE

$8,565

$5,875+45.8%

$5,169+65.7%

$4,839+77.0%

Participant deferral / active EE

$6,542

$6,357+2.9%

$5,569+17.5%

$6,342+3.2%

Admin fee / account holder

$17,050

$19,818-14.0%

$16,244+5.0%

$12,315+38.5%

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBURBAN UROLOGIC ASSOCIATES, P.C. AMENDED AND RESTATED 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