Retirement plan

CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN

Name: CENTER FOR CRANIAL AND SPINAL SURGERY, PC - CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN (2017) Form 5500
Creator: CENTER FOR CRANIAL AND SPINAL SURGERY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN, CENTER FOR CRANIAL AND SPINAL SURGERY, PC

CENTER FOR CRANIAL AND SPINAL SURGERY, PCEIN 54-1056080Plan #004PY 2017

3016 WILLIAMS DRIVE - FAIRFAX, VA 220314616703-560-1146centerforcranialspinalsurgery.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

-7.8% from 2016

Total participants

-12.5% from 2016

Average account balance

$251,589

+5.4% from 2016

Annual return

8.02%

+5.78 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

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$582K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38087

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

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$342K

$85582 / participant

Other / not subdivided$342K100.0%

% of EOY assets

19.438%

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

$251,589

$198,457+26.8%

$170,435+47.6%

$147,586+70.5%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

8.02%

257.30%-249.3pp

205.94%-197.9pp

578.59%-570.6pp

Employer contribution / active EE

$4,175

$6,183-32.5%

$5,432-23.2%

$4,876-14.4%

Participant deferral / active EE

$6,000

$5,629+6.6%

$4,939+21.5%

$5,439+10.3%

Admin fee / account holder

$48,904

$16,852+190.2%

$13,881+252.3%

$10,886+349.2%

CENTER FOR CRANIAL AND SPINAL SURGERY, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR CRANIAL AND SPINAL SURGERY, PC 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