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 (2021) 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 2021

620 W HAYS STREET - BOISE, ID 83702208-433-9466LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#007Retirement-$6.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$61.9M

+18.6% from 2020

Total participants

+4.4% from 2020

Average account balance

$1,317,083

+13.5% from 2020

Annual return

17.82%

-3.93 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

$1.7M

$38973 / participant

Other / not subdivided$2M100.0%

% of EOY assets

2.707%

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

$1,317,083

$95,406+1280.5%

$185,849+608.7%

$85,847+1434.2%

Participation rate

100.0%

68.8%+31.2pp

81.7%+18.3pp

69.3%+30.7pp

Annual return

17.82%

23.59%-5.8pp

122.10%-104.3pp

318.61%-300.8pp

Employer contribution / active EE

$30,964

$3,314+834.4%

$5,169+499.1%

$2,565+1107.0%

Participant deferral / active EE

$17,221

$3,424+403.0%

$5,569+209.2%

$3,952+335.7%

Admin fee / account holder

$35,656

$7,214+394.2%

$16,244+119.5%

$6,261+469.5%

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