Retirement plan

BROWNSVILLE ORTHOPEDICS & REHABILITATION 401(K) PLAN

Name: BROWNSVILLE ORTHOPEDICS AND REHABILITATION - BROWNSVILLE ORTHOPEDICS & REHABILITATION 401(K) PLAN (2021) Form 5500
Creator: BROWNSVILLE ORTHOPEDICS AND REHABILITATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWNSVILLE ORTHOPEDICS & REHABILITATION 401(K) PLAN, BROWNSVILLE ORTHOPEDICS AND REHABILITATION

BROWNSVILLE ORTHOPEDICS AND REHABILITATIONEIN 74-3015357Plan #001PY 2021

535 PAREDES LINE RD - BROWNSVILLE, TX 78521956-982-8907LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+5.6% from 2020

Total participants

+20.0% from 2020

Average account balance

$267,439

-15.5% from 2020

Annual return

1.30%

-5.13 pp from 2020

Benchmarks

See 103,184 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,184 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.84M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E3D2G2J2F2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$500

$45 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.019%

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

$267,439

$217,432+23.0%

$185,849+43.9%

$167,536+59.6%

Participation rate

81.8%

86.1%-4.2pp

81.7%+0.1pp

82.1%-0.3pp

Annual return

1.30%

148.42%-147.1pp

122.10%-120.8pp

478.82%-477.5pp

Employer contribution / active EE

$6,228

$5,875+6.0%

$5,169+20.5%

$4,839+28.7%

Participant deferral / active EE

$3,593

$6,357-43.5%

$5,569-35.5%

$6,342-43.4%

Admin fee / account holder

$50

$19,818-99.7%

$16,244-99.7%

$12,315-99.6%

BROWNSVILLE ORTHOPEDICS & REHABILITATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWNSVILLE ORTHOPEDICS & REHABILITATION 401(K) 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