Retirement plan

RADIATION ONCOLOGY CONSULTANTS, LTD. PROFIT SHARING PLAN AND TRUST

Name: RADIATION ONCOLOGY C ONSULTANTS, LTD. - RADIATION ONCOLOGY CONSULTANTS, LTD. PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: RADIATION ONCOLOGY C ONSULTANTS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIATION ONCOLOGY CONSULTANTS, LTD. PROFIT SHARING PLAN AND TRUST, RADIATION ONCOLOGY C ONSULTANTS, LTD.

RADIATION ONCOLOGY C ONSULTANTS, LTD.EIN 36-2603580Plan #001PY 2019

CARE OF CARNOW AND ASSOCIATES, LTD, 778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-698-0600

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$22.9M

+30.1% from 2018

Total participants

+29.3% from 2018

Average account balance

$531,591

+18.0% from 2018

Annual return

22.03%

+28.74 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.38M

Not enough data

1 years with asset history on file

Average account balance

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

$786K

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.

155.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$140585

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$229

$5 / participant

Other / not subdivided$229100.0%

% of EOY assets

0.001%

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

$531,591

$85,171+524.1%

$172,752+207.7%

$72,975+628.5%

Participation rate

77.8%

70.1%+7.7pp

82.6%-4.9pp

69.5%+8.3pp

Annual return

22.03%

27.32%-5.3pp

802.97%-780.9pp

81.01%-59.0pp

Employer contribution / active EE

$20,933

$3,324+529.8%

$5,144+306.9%

$2,440+757.9%

Participant deferral / active EE

$10,438

$3,260+220.2%

$5,198+100.8%

$3,608+189.3%

Admin fee / account holder

$5,880-99.9%

$13,955-100.0%

$5,124-99.9%

RADIATION ONCOLOGY CONSULTANTS, LTD. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIATION ONCOLOGY CONSULTANTS, LTD. PROFIT SHARING PLAN AND TRUST

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