Retirement plan

HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN

Name: HELENA ORTHOPAEDIC CLINIC PLLP - HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: HELENA ORTHOPAEDIC CLINIC PLLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN, HELENA ORTHOPAEDIC CLINIC PLLP

HELENA ORTHOPAEDIC CLINIC PLLPEIN 81-0445847Plan #001PY 2015

2442 WINNE - HELENA, MT 59601406-457-4100helenaortho.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

No prior year

Total participants

No prior year

Average account balance

$133,330

No prior year

Annual return

0.22%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.42M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

158.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$437K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24807

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 codes2E2H2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$30K

$979 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.555%

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

$133,330

$75,832+75.8%

$147,617-9.7%

$59,633+123.6%

Participation rate

100.0%

71.6%+28.4pp

84.6%+15.4pp

68.7%+31.3pp

Annual return

0.22%

0.37%-0.1pp

61.98%-61.8pp

2041.45%-2041.2pp

Employer contribution / active EE

$10,382

$3,485+197.9%

$5,564+86.6%

$2,203+371.4%

Participant deferral / active EE

$5,200

$3,131+66.1%

$4,895+6.2%

$3,192+62.9%

Admin fee / account holder

$740

$5,986-87.6%

$11,612-93.6%

$4,297-82.8%

HELENA ORTHOPAEDIC CLINIC PLLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELENA ORTHOPAEDIC CLINIC PLLP 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