Retirement plan

BOULDER RADIOLOGISTS INC PC EMPLOYEE PROFIT SHARING TRUST

Name: BOULDER RADIOLOGISTS INC PC - BOULDER RADIOLOGISTS INC PC EMPLOYEE PROFIT SHARING TRUST (2020) Form 5500
Creator: BOULDER RADIOLOGISTS INC PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOULDER RADIOLOGISTS INC PC EMPLOYEE PROFIT SHARING TRUST, BOULDER RADIOLOGISTS INC PC

BOULDER RADIOLOGISTS INC PCEIN 84-0595690Plan #002PY 2020

42 GARDEN CENTER - BROOMFIELD, CO 80020303-465-0401LinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$20.1M

+19.4% from 2019

Total participants

+9.1% from 2019

Average account balance

$1,676,730

+9.5% from 2019

Annual return

17.47%

-3.86 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.33M

Not enough data

1 years with asset history on file

Average account balance

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

$2.5M

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$662K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$60K

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

+16.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$182632

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 codes2C2G2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

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

$342K

$28541 / participant

Other / not subdivided$342K100.0%

% of EOY assets

1.702%

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

$1,676,730

$209,422+700.6%

$178,503+839.3%

$158,982+954.7%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

17.47%

188.81%-171.3pp

151.12%-133.7pp

302.99%-285.5pp

Employer contribution / active EE

$35,962

$5,707+530.2%

$5,011+617.6%

$4,763+655.1%

Participant deferral / active EE

$20,175

$5,955+238.8%

$5,202+287.8%

$5,983+237.2%

Admin fee / account holder

$28,541

$17,079+67.1%

$13,987+104.0%

$11,252+153.7%

BOULDER RADIOLOGISTS INC PC EMPLOYEE PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOULDER RADIOLOGISTS INC PC EMPLOYEE PROFIT SHARING 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