Retirement plan

INFECTIOUS DISEASE SPECIALISTS, P.C. PROFIT SHARING PLAN

Name: INFECTIOUS DISEASE SPECIALISTS, P.C. - INFECTIOUS DISEASE SPECIALISTS, P.C. PROFIT SHARING PLAN (2015) Form 5500
Creator: INFECTIOUS DISEASE SPECIALISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFECTIOUS DISEASE SPECIALISTS, P.C. PROFIT SHARING PLAN, INFECTIOUS DISEASE SPECIALISTS, P.C.

INFECTIOUS DISEASE SPECIALISTS, P.C.EIN 84-1328283Plan #002PY 2015

3230 E. WOODMEN RD., SUITE 210 - COLORADO SPRINGS, CO 80920719-578-5176LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$161,181

No prior year

Annual return

-0.38%

No prior year

Benchmarks

See 102,328 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,328 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.79M

Not enough data

1 years with asset history on file

Average account balance

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

$272K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$422K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+18.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6127

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 codes2E2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5.6M

$402022 / participant

Other / not subdivided$6M100.0%

% of EOY assets

218.245%

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

$161,181

$168,635-4.4%

$147,617+9.2%

$125,389+28.5%

Participation rate

100.0%

88.8%+11.2pp

84.6%+15.4pp

83.2%+16.8pp

Annual return

-0.38%

77.65%-78.0pp

61.98%-62.4pp

282.24%-282.6pp

Employer contribution / active EE

$20,346

$6,252+225.4%

$5,564+265.6%

$4,866+318.1%

Participant deferral / active EE

$5,507-100.0%

$4,895-100.0%

$5,352-100.0%

Admin fee / account holder

$351,769

$13,580+2490.3%

$11,612+2929.5%

$9,541+3587.0%

INFECTIOUS DISEASE SPECIALISTS, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFECTIOUS DISEASE SPECIALISTS, 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