Retirement plan

SOUTHEASTERN SPINE INSTITUTE, LLC 401 (K) PLAN

Name: SOUTHEASTERN SPINE INSTITUTE - SOUTHEASTERN SPINE INSTITUTE, LLC 401 (K) PLAN (2017) Form 5500
Creator: SOUTHEASTERN SPINE INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHEASTERN SPINE INSTITUTE, LLC 401 (K) PLAN, SOUTHEASTERN SPINE INSTITUTE

SOUTHEASTERN SPINE INSTITUTEEIN 32-0058385Plan #001PY 2017

1106 CHUCK DAWLEY BLVD STE 200 - MT. PLEASANT, SC 29464843-849-1551southeasternspine.comLinkedIn51-200 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.3M

+22.8% from 2016

Total participants

190

+1.1% from 2016

Average account balance

$54,012

+21.5% from 2016

Annual return

14.11%

+0.23 pp from 2016

Benchmarks

See 5,167 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,167 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.55M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

134

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.

89.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$816K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$264

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

1 years with F_SCH_H allocation on file

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 2 by compensation

Provider	Service type	Compensation
WEBSTERROGERS LLP2 years Filed as: WEBSTERROGERS FINANCIAL ADVISORS Service code 28 1411 SECOND LOOP RD · FLORENCE, SC 29505	Investment Management	$21,829
WEBSTERROGERS LLP2 years Filed as: WEBSTERROGERS, LLP Service code 10 1411 SECOND LOOP RD · FLORENCE, SC 29505	Accounting	$5,000

Plan features & details

Pension benefit codes2A2E2G2J2R2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$56K

$418 / participant

Other / not subdivided$56K100.0%

% of EOY assets

0.546%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DCPAS, LLC DBA DAVIS & COMPANY CPAS
Auditor EIN: 824158464
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,012

$55,453-2.6%

$170,442-68.3%

$62,292-13.3%

Participation rate

100.0%

66.4%+33.6pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

14.11%

21.38%-7.3pp

205.93%-191.8pp

28.90%-14.8pp

Employer contribution / active EE

$4,649

$2,164+114.9%

$5,433-14.4%

$2,042+127.7%

Participant deferral / active EE

$3,080

$2,303+33.7%

$4,939-37.6%

$3,169-2.8%

Admin fee / account holder

$295

$455-35.2%

$13,880-97.9%

$479-38.5%

Provider

Service type

Compensation

WEBSTERROGERS LLP2 years

Filed as: WEBSTERROGERS FINANCIAL ADVISORS

Service code 28

1411 SECOND LOOP RD · FLORENCE, SC 29505

Investment Management

$21,829

WEBSTERROGERS LLP2 years

Filed as: WEBSTERROGERS, LLP

Service code 10

1411 SECOND LOOP RD · FLORENCE, SC 29505

Accounting

$5,000

SOUTHEASTERN SPINE INSTITUTE, LLC 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHEASTERN SPINE INSTITUTE, LLC 401 (K) 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