Retirement plan

FORT COLLINS WOMEN'S CLINIC, PC CASH BALANCE PLAN AND TRUST

Name: FORT COLLINS WOMEN'S CLINIC, P.C. - FORT COLLINS WOMEN'S CLINIC, PC CASH BALANCE PLAN AND TRUST (2018) Form 5500
Creator: FORT COLLINS WOMEN'S CLINIC, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT COLLINS WOMEN'S CLINIC, PC CASH BALANCE PLAN AND TRUST, FORT COLLINS WOMEN'S CLINIC, P.C.

FORT COLLINS WOMEN'S CLINIC, P.C.EIN 84-0596245Plan #002PY 2018

1107 S. LEMAY AVENUE, SUITE 300 - FORT COLLINS, CO 80524970-493-7442womensclinicnoco.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$16.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.9M

-16.3% from 2017

Total participants

113

-0.9% from 2017

Average account balance

No prior year

Annual return

-0.66%

-9.36 pp from 2017

Benchmarks

See 225 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants100-249

Cohort225 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-30.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1.7M

$15252 / participant

Other / not subdivided$2M100.0%

% of EOY assets

34.182%

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

$37,288-100.0%

$436,953-100.0%

$37,197-100.0%

Participation rate

0.0%

14.1%-14.1pp

44.2%-44.2pp

4.7%-4.7pp

Annual return

-0.66%

-2.51%+1.8pp

-102.04%+101.4pp

-0.69%0pp

Employer contribution / active EE

$6,909

$11,346-39.1%

$36,232-80.9%

$16,786-58.8%

Participant deferral / active EE

$324-100.0%

$47-100.0%

$525-100.0%

Admin fee / account holder

$125-100.0%

$12,721-100.0%

$124-100.0%

FORT COLLINS WOMEN'S CLINIC, PC CASH BALANCE PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT COLLINS WOMEN'S CLINIC, PC CASH BALANCE PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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