Retirement plan

SURGICAL CONSULTANTS OF AURORA PC PROFIT SHARING PLAN

Name: SURGICAL CONSULTANTS OF AURORA, PC - SURGICAL CONSULTANTS OF AURORA PC PROFIT SHARING PLAN (2016) Form 5500
Creator: SURGICAL CONSULTANTS OF AURORA, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SURGICAL CONSULTANTS OF AURORA PC PROFIT SHARING PLAN, SURGICAL CONSULTANTS OF AURORA, PC

SURGICAL CONSULTANTS OF AURORA, PCEIN 84-1500503Plan #002PY 2016

1421 S POTOMAC ST STE 110 - AURORA, CO 80012303-337-5600surgicalconsultantsaurora.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+14.0% from 2015

Total participants

+11.1% from 2015

Average account balance

$239,956

+14.0% from 2015

Annual return

7.59%

+10.02 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$326K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+22.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2681

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 codes2E2G2J2R3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$236 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.123%

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

$239,956

$181,896+31.9%

$156,551+53.3%

$273,972-12.4%

Participation rate

80.0%

88.4%-8.4pp

84.0%-4.0pp

83.0%-3.0pp

Annual return

7.59%

30.74%-23.2pp

32.23%-24.6pp

41.46%-33.9pp

Employer contribution / active EE

$1,785

$6,248-71.4%

$5,501-67.5%

$4,869-63.3%

Participant deferral / active EE

$9,022

$5,550+62.6%

$4,871+85.2%

$5,287+70.6%

Admin fee / account holder

$294

$15,560-98.1%

$13,028-97.7%

$10,133-97.1%

SURGICAL CONSULTANTS OF AURORA PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SURGICAL CONSULTANTS OF AURORA PC 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