Retirement plan

PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN

Name: PHYSICIAN ANESTHESIA OF PUEBLO,PC - PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN (2020) Form 5500
Creator: PHYSICIAN ANESTHESIA OF PUEBLO,PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN, PHYSICIAN ANESTHESIA OF PUEBLO,PC

PHYSICIAN ANESTHESIA OF PUEBLO,PCEIN 84-1312650Plan #002PY 2020

916 INDIANA AVE 120 - PUEBLO, CO 81004719-296-5841

Prospect flagsHigh retiree %Low returnsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$7.9M

-0.7% from 2019

Total participants

0.0% from 2019

Average account balance

$877,022

+32.3% from 2019

Annual return

5.95%

-10.76 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

$4.37M

Not enough data

1 years with asset history on file

Average account balance

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

$728K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+26.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5095

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 codes2E2G2J2J

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.

Opportunity flags

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$778K

$86499 / participant

Other / not subdivided$778K100.0%

% of EOY assets

9.863%

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

$877,022

$209,422+318.8%

$178,503+391.3%

$158,982+451.6%

Participation rate

66.7%

86.4%-19.7pp

81.9%-15.3pp

82.0%-15.3pp

Annual return

5.95%

188.81%-182.9pp

151.12%-145.2pp

302.99%-297.0pp

Employer contribution / active EE

$16,858

$5,707+195.4%

$5,011+236.4%

$4,763+254.0%

Participant deferral / active EE

$10,543

$5,955+77.0%

$5,202+102.7%

$5,983+76.2%

Admin fee / account holder

$86,499

$17,079+406.5%

$13,987+518.4%

$11,252+668.8%

PHYSICIAN ANESTHESIA OF PUEBLO, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHYSICIAN ANESTHESIA OF PUEBLO, P.C. 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