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 (2018) 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 2018

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

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-11.1% from 2017

Total participants

+14.3% from 2017

Average account balance

$223,908

-23.8% from 2017

Annual return

-10.55%

-33.19 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$86K

$12234 / participant

Other / not subdivided$86K100.0%

% of EOY assets

5.464%

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

$223,908

$180,459+24.1%

$154,108+45.3%

$135,380+65.4%

Participation rate

85.7%

87.4%-1.7pp

83.0%+2.7pp

82.6%+3.1pp

Annual return

-10.55%

888.21%-898.8pp

735.21%-745.8pp

519.81%-530.4pp

Employer contribution / active EE

$7,275

$6,035+20.5%

$5,298+37.3%

$4,779+52.2%

Participant deferral / active EE

$3,593

$5,806-38.1%

$5,081-29.3%

$5,609-35.9%

Admin fee / account holder

$12,234

$16,145-24.2%

$13,411-8.8%

$10,828+13.0%

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