Retirement plan

NORTH IOWA ANESTHESIA ASSOCIATES, P.C. PROFIT SHARING PLAN

Name: NORTH IOWA ANESTHESIA ASSOC., P.C. - NORTH IOWA ANESTHESIA ASSOCIATES, P.C. PROFIT SHARING PLAN (2015) Form 5500
Creator: NORTH IOWA ANESTHESIA ASSOC., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH IOWA ANESTHESIA ASSOCIATES, P.C. PROFIT SHARING PLAN, NORTH IOWA ANESTHESIA ASSOC., P.C.

NORTH IOWA ANESTHESIA ASSOC., P.C.EIN 42-1494457Plan #001PY 2015

1410 6TH STREET, SW - MASON CITY, IA 50401641-424-6704

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.6M

No prior year

Total participants

No prior year

Average account balance

$476,589

No prior year

Annual return

1.32%

No prior year

Benchmarks

See 102,329 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,329 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.87M

Not enough data

1 years with asset history on file

Average account balance

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

$858K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$62K

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

+10.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77795

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$125K

$8334 / participant

Other / not subdivided$125K100.0%

% of EOY assets

1.457%

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

$476,589

$168,636+182.6%

$147,618+222.9%

$125,388+280.1%

Participation rate

93.3%

88.8%+4.6pp

84.6%+8.7pp

83.2%+10.1pp

Annual return

1.32%

77.65%-76.3pp

61.98%-60.7pp

282.24%-280.9pp

Employer contribution / active EE

$36,192

$6,252+478.9%

$5,565+550.4%

$4,866+643.8%

Participant deferral / active EE

$5,507-100.0%

$4,895-100.0%

$5,352-100.0%

Admin fee / account holder

$6,945

$13,580-48.9%

$11,612-40.2%

$9,541-27.2%

NORTH IOWA ANESTHESIA ASSOCIATES, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH IOWA ANESTHESIA ASSOCIATES, P.C. 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