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 (2017) 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 2017

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)

$750K

+37.9% from 2016

Total participants

+8.0% from 2016

Average account balance

$27,790

+27.7% from 2016

Annual return

18.96%

+8.28 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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 codes2E2G

Plan features

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.

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

$27,790

$84,236-67.0%

$170,439-83.7%

$70,124-60.4%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

18.96%

23.06%-4.1pp

205.94%-187.0pp

73.14%-54.2pp

Employer contribution / active EE

$1,514

$3,387-55.3%

$5,433-72.1%

$2,342-35.4%

Participant deferral / active EE

$2,296

$3,086-25.6%

$4,939-53.5%

$3,332-31.1%

Admin fee / account holder

$5,698-100.0%

$13,881-100.0%

$4,645-100.0%

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