Retirement plan

SURGICAL CONSULTANTS OF AURORA PC PROFIT SHARING PLAN

Name: SURGICAL CONSULTANTS OF AURORA, PC - SURGICAL CONSULTANTS OF AURORA PC PROFIT SHARING PLAN (2018) 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 2018

1421 S POTOMAC ST STE 220 - AURORA, CO 80012303-337-5600surgicalconsultantsaurora.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+12.2% from 2017

Total participants

-20.0% from 2017

Average account balance

$375,069

+44.2% from 2017

Annual return

18.55%

+1.02 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$240K

$34276 / participant

Other / not subdivided$240K100.0%

% of EOY assets

9.139%

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

$375,069

$180,459+107.8%

$154,108+143.4%

$135,380+177.0%

Participation rate

85.7%

87.4%-1.7pp

83.0%+2.7pp

82.6%+3.1pp

Annual return

18.55%

888.21%-869.7pp

735.21%-716.7pp

519.81%-501.3pp

Employer contribution / active EE

$2,868

$6,035-52.5%

$5,298-45.9%

$4,779-40.0%

Participant deferral / active EE

$8,148

$5,806+40.3%

$5,081+60.4%

$5,609+45.3%

Admin fee / account holder

$34,276

$16,145+112.3%

$13,411+155.6%

$10,828+216.5%

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