Retirement plan

MERCURY STREET MEDICAL GROUP PLLC 401(K) PLAN FORMALLY KNOWN AS QUICKSILVER PRACTICE MANAGEMENT, INC 401(K) PLAN

Name: MERCURY STREET MEDICAL GROUP PLLC - MERCURY STREET MEDICAL GROUP PLLC 401(K) PLAN FORMALLY KNOWN AS QUICKSILVER PRACTICE MANAGEMENT, INC 401(K) PLAN (2016) Form 5500
Creator: MERCURY STREET MEDICAL GROUP PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MERCURY STREET MEDICAL GROUP PLLC 401(K) PLAN FORMALLY KNOWN AS QUICKSILVER PRACTICE MANAGEMENT, INC 401(K) PLAN, MERCURY STREET MEDICAL GROUP PLLC

MERCURY STREET MEDICAL GROUP PLLCEIN 27-2305432Plan #001PY 2016

270 E PARK ST STE 1 - BUTTE, MT 597011808406-723-3266LinkedIn11-50 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$544K

+35.5% from 2015

Total participants

0.0% from 2015

Average account balance

$21,770

+35.5% from 2015

Annual return

10.68%

+11.47 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.12M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5804

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$21,770

$77,638-72.0%

$156,551-86.1%

$62,881-65.4%

Participation rate

100.0%

71.2%+28.8pp

84.0%+16.0pp

69.3%+30.7pp

Annual return

10.68%

50.33%-39.6pp

32.23%-21.6pp

20.14%-9.5pp

Employer contribution / active EE

$1,580

$3,444-54.1%

$5,501-71.3%

$2,281-30.7%

Participant deferral / active EE

$2,402

$3,046-21.1%

$4,871-50.7%

$3,203-25.0%

Admin fee / account holder

$5,561-100.0%

$13,028-100.0%

$4,296-100.0%

MERCURY STREET MEDICAL GROUP PLLC 401(K) PLAN FORMALLY KNOWN AS QUICKSILVER PRACTICE MANAGEMENT, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MERCURY STREET MEDICAL GROUP PLLC 401(K) PLAN FORMALLY KNOWN AS QUICKSILVER PRACTICE MANAGEMENT, INC 401(K) PLAN

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