Retirement plan

OCCUPATIONAL ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN

Name: OCCUPATIONAL ORTHOPEDIC SURGERY, INC. - OCCUPATIONAL ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: OCCUPATIONAL ORTHOPEDIC SURGERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCCUPATIONAL ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN, OCCUPATIONAL ORTHOPEDIC SURGERY, INC.

OCCUPATIONAL ORTHOPEDIC SURGERY, INC.EIN 56-2565783Plan #004PY 2015

P O BOX 550226 - WALTHAM, MA 02455781-235-3992LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#003Retirement-$2.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$296K

No prior year

Total participants

No prior year

Average account balance

$73,950

No prior year

Annual return

-29.50%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$192K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

150.0%

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

+0.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$100

$33 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.034%

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

$73,950

$168,635-56.1%

$147,617-49.9%

$125,389-41.0%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-29.50%

77.65%-107.2pp

61.98%-91.5pp

282.24%-311.7pp

Employer contribution / active EE

$1,566

$6,252-75.0%

$5,564-71.9%

$4,866-67.8%

Participant deferral / active EE

$7,667

$5,507+39.2%

$4,895+56.6%

$5,352+43.3%

Admin fee / account holder

$25

$13,580-99.8%

$11,612-99.8%

$9,541-99.7%

OCCUPATIONAL ORTHOPEDIC SURGERY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCCUPATIONAL ORTHOPEDIC SURGERY, INC. 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