Retirement plan

ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C. 401(K) PSP

Name: ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C. - ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C. 401(K) PSP (2018) Form 5500
Creator: ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C. 401(K) PSP, ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C.

ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C.EIN 84-1481714Plan #002PY 2018

940 CENTRAL PARK DRIVE SUITE 280 - STEAMBOAT SPRINGS, CO 804878816970-879-6663steamboatorthopaedics.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

-25.2% from 2017

Total participants

+27.3% from 2017

Average account balance

$142,109

-41.2% from 2017

Annual return

-7.21%

-28.75 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.91M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

142.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$366K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+19.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23012

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.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

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.
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

1 tripped

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

$1.3M

$64458 / participant

Other / not subdivided$1M100.0%

% of EOY assets

32.398%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$142,109

$180,449-21.2%

$154,107-7.8%

$135,375+5.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-7.21%

888.09%-895.3pp

735.12%-742.3pp

519.73%-526.9pp

Employer contribution / active EE

$8,914

$6,035+47.7%

$5,298+68.3%

$4,779+86.5%

Participant deferral / active EE

$5,576

$5,806-4.0%

$5,081+9.8%

$5,609-0.6%

Admin fee / account holder

$46,041

$16,143+185.2%

$13,411+243.3%

$10,827+325.2%

ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C. 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHOPAEDICS OF STEAMBOAT SPRINGS, P.C. 401(K) PSP

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