Retirement plan

SCOTTSBLUFF UROLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Name: SCOTTSBLUFF UROLOGY ASSOCIATES, P.C - SCOTTSBLUFF UROLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SCOTTSBLUFF UROLOGY ASSOCIATES, P.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTTSBLUFF UROLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, SCOTTSBLUFF UROLOGY ASSOCIATES, P.C

SCOTTSBLUFF UROLOGY ASSOCIATES, P.CEIN 47-0595784Plan #002PY 2017

3911 AVE. B SUITE 2200 - SCOTTSBLUFF, NE 69361308-632-5315scottsbluffurology.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+27.1% from 2016

Total participants

0.0% from 2016

Average account balance

$293,805

+27.1% from 2016

Annual return

22.65%

+12.81 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$509K

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

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5263

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 codes2E3D2G2J

Plan features

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.
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

$12K

$1975 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.672%

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

$293,805

$198,457+48.0%

$170,435+72.4%

$147,586+99.1%

Participation rate

83.3%

88.0%-4.6pp

83.6%-0.3pp

82.8%+0.5pp

Annual return

22.65%

257.30%-234.7pp

205.94%-183.3pp

578.59%-555.9pp

Employer contribution / active EE

$8,239

$6,183+33.2%

$5,432+51.7%

$4,876+69.0%

Participant deferral / active EE

$4,113

$5,629-26.9%

$4,939-16.7%

$5,439-24.4%

Admin fee / account holder

$1,975

$16,852-88.3%

$13,881-85.8%

$10,886-81.9%

SCOTTSBLUFF UROLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOTTSBLUFF UROLOGY ASSOCIATES, 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