Retirement plan

CENTRO DE RADIOTERAPIA AUXILIO MUTUO RETIREMENT PLAN

Name: CENTRO DE RADIOTERAPIA AUXILIO MUTUO, INC - CENTRO DE RADIOTERAPIA AUXILIO MUTUO RETIREMENT PLAN (2024) Form 5500
Creator: CENTRO DE RADIOTERAPIA AUXILIO MUTUO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRO DE RADIOTERAPIA AUXILIO MUTUO RETIREMENT PLAN, CENTRO DE RADIOTERAPIA AUXILIO MUTUO, INC

CENTRO DE RADIOTERAPIA AUXILIO MUTUO, INCEIN 66-0612302Plan #001PY 2024

PO BOX 191227 - SAN JUAN, PR 00919787-771-7396

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$316K

+40.4% from 2023

Total participants

+21.4% from 2023

Average account balance

$9,569

+19.1% from 2023

Annual return

12.76%

-6.11 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$316K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

126.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

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

+12.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89

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 codes2E2F2G2J3C

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$113 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.930%

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

$9,569

$81,331-88.2%

$155,534-93.8%

$80,935-88.2%

Participation rate

96.2%

66.3%+29.9pp

78.2%+17.9pp

67.7%+28.5pp

Annual return

12.76%

33.37%-20.6pp

64.92%-52.2pp

35.66%-22.9pp

Employer contribution / active EE

$605

$3,105-80.5%

$4,675-87.1%

$2,757-78.1%

Participant deferral / active EE

$1,833

$3,454-46.9%

$5,630-67.4%

$4,299-57.4%

Admin fee / account holder

$89

$7,999-98.9%

$15,900-99.4%

$6,924-98.7%

CENTRO DE RADIOTERAPIA AUXILIO MUTUO RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRO DE RADIOTERAPIA AUXILIO MUTUO RETIREMENT 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