Retirement plan

BOISE RADIOLOGY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: BOISE RADIOLOGY, PLLC - BOISE RADIOLOGY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: BOISE RADIOLOGY, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOISE RADIOLOGY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST, BOISE RADIOLOGY, PLLC

BOISE RADIOLOGY, PLLCEIN 82-0301061Plan #002PY 2019

115 WEST MAIN STREET, SUITE 202 - BOISE, ID 83702208-433-9466LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#007Retirement-$2.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$42.3M

+14.5% from 2018

Total participants

-6.5% from 2018

Average account balance

$983,631

+22.5% from 2018

Annual return

18.38%

+11.95 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$80.54M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+32.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38658

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 codes2E2F2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.2M

$83370 / participant

Other / not subdivided$3M100.0%

% of EOY assets

7.490%

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

$983,631

$85,171+1054.9%

$172,753+469.4%

$72,976+1247.9%

Participation rate

100.0%

70.1%+29.9pp

82.6%+17.4pp

69.5%+30.5pp

Annual return

18.38%

27.32%-8.9pp

803.00%-784.6pp

81.02%-62.6pp

Employer contribution / active EE

$28,655

$3,324+762.0%

$5,144+457.1%

$2,440+1074.4%

Participant deferral / active EE

$17,158

$3,260+426.3%

$5,198+230.1%

$3,608+375.6%

Admin fee / account holder

$73,676

$5,880+1152.9%

$13,956+427.9%

$5,124+1337.8%

BOISE RADIOLOGY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOISE RADIOLOGY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

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