Retirement plan

INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN

Name: INTEGRATIVE UROLOGY, PLLC - INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: INTEGRATIVE UROLOGY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN, INTEGRATIVE UROLOGY, PLLC

INTEGRATIVE UROLOGY, PLLCEIN 81-3565327Plan #001PY 2022

2222 EAST HIGHLAND AVENUE, SUITE 206 - PHOENIX, AZ 85016602-900-8003LinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$389K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$648K

-4.9% from 2021

Total participants

+50.0% from 2021

Average account balance

$129,639

-23.9% from 2021

Annual return

-13.01%

-17.82 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$308K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+19.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2078

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 codes2G2J2E2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$4K

$810 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.625%

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

$129,639

$167,353-22.5%

$143,797-9.8%

$134,545-3.6%

Participation rate

80.0%

84.8%-4.8pp

80.3%-0.3pp

81.2%-1.2pp

Annual return

-13.01%

0.48%-13.5pp

-0.04%-13.0pp

418.37%-431.4pp

Employer contribution / active EE

$2,525

$5,620-55.1%

$4,952-49.0%

$4,742-46.7%

Participant deferral / active EE

$8,501

$6,447+31.9%

$5,638+50.8%

$6,401+32.8%

Admin fee / account holder

$810

$18,096-95.5%

$14,679-94.5%

$11,431-92.9%

INTEGRATIVE UROLOGY, PLLC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATIVE UROLOGY, PLLC. 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