Retirement plan

RURAL SPINE CARE, P.C. 401(K) PROFIT SHARING PLAN

Name: RURAL SPINE CARE, P.C. - RURAL SPINE CARE, P.C. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: RURAL SPINE CARE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RURAL SPINE CARE, P.C. 401(K) PROFIT SHARING PLAN, RURAL SPINE CARE, P.C.

RURAL SPINE CARE, P.C.EIN 45-5100871Plan #002PY 2022

1031 STEAMBOAT BLVD. - STEAMBOAT SPRINGS, CO 80487970-819-0697

Other plans on this EIN

1 filing

#001Retirement-$4.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$927K

+26.1% from 2021

Total participants

0.0% from 2021

Average account balance

$309,054

+26.1% from 2021

Annual return

12.05%

+4.02 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$913K

Not enough data

1 years with asset history on file

Average account balance

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

$304K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75793

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 codes2E2J3D

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.
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

$7K

$2179 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.705%

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

$309,054

$167,353+84.7%

$143,797+114.9%

$134,545+129.7%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

12.05%

0.48%+11.6pp

-0.04%+12.1pp

418.37%-406.3pp

Employer contribution / active EE

$9,528

$5,620+69.5%

$4,952+92.4%

$4,742+100.9%

Participant deferral / active EE

$24,833

$6,447+285.2%

$5,638+340.4%

$6,401+287.9%

Admin fee / account holder

$2,179

$18,096-88.0%

$14,679-85.2%

$11,431-80.9%

RURAL SPINE CARE, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RURAL SPINE CARE, P.C. 401(K) 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