Retirement plan

WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C. - WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C.

WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C.EIN 46-0348920Plan #001PY 2020

631 ST. ANNE, SUITE 102 - RAPID CITY, SD 577014693605-343-1333LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.6M

+11.3% from 2019

Total participants

-5.3% from 2019

Average account balance

$645,156

+17.5% from 2019

Annual return

13.00%

+16.95 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.55M

Not enough data

1 years with asset history on file

Average account balance

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

$616K

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.

104.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+18.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30855

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 codes2E2F2G2R2T3D

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.
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

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

$905K

$50291 / participant

Other / not subdivided$905K100.0%

% of EOY assets

7.795%

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

$645,156

$209,422+208.1%

$178,503+261.4%

$158,982+305.8%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

13.00%

188.81%-175.8pp

151.12%-138.1pp

302.99%-290.0pp

Employer contribution / active EE

$38,077

$5,707+567.2%

$5,011+659.8%

$4,763+699.5%

Participant deferral / active EE

$5,955-100.0%

$5,202-100.0%

$5,983-100.0%

Admin fee / account holder

$50,291

$17,079+194.5%

$13,987+259.6%

$11,252+347.0%

WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEST RIVER ANESTHESIOLOGY CONSULTANTS, P.C. EMPLOYEES' 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