Retirement plan

COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PROFIT SHARING PLAN

Name: COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PC - COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PROFIT SHARING PLAN (2017) Form 5500
Creator: COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PROFIT SHARING PLAN, COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PC

COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PCEIN 84-1562695Plan #001PY 2017

3030 N CIRCLE DRIVE, SUITE 210 - COLORADO SPRINGS, CO 80909719-228-9440coloradopain.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$835K

+27.4% from 2016

Total participants

+30.0% from 2016

Average account balance

$75,906

+15.8% from 2016

Annual return

9.77%

+6.53 pp from 2016

Benchmarks

See 106,910 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,910 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

170.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+24.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1144

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J3D

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.
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

$8K

$770 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.922%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,906

$198,466-61.8%

$170,442-55.5%

$147,584-48.6%

Participation rate

80.0%

88.0%-8.0pp

83.6%-3.6pp

82.8%-2.8pp

Annual return

9.77%

257.29%-247.5pp

205.93%-196.2pp

578.55%-568.8pp

Employer contribution / active EE

$7,371

$6,184+19.2%

$5,433+35.7%

$4,876+51.2%

Participant deferral / active EE

$4,781

$5,629-15.1%

$4,939-3.2%

$5,439-12.1%

Admin fee / account holder

$700

$16,852-95.8%

$13,880-95.0%

$10,885-93.6%

COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT 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