Retirement plan

DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLAN

Name: DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLAN - DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLAN (2016) Form 5500
Creator: DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLAN, DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLAN

DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLANEIN 84-1592894Plan #002PY 2016

4600 HALE PARKWAY, SUITE 330 - DENVER, CO 80220303-320-8618

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+5.3% from 2015

Total participants

0.0% from 2015

Average account balance

$225,661

+5.3% from 2015

Annual return

2.33%

+1.93 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

$5.40M

Not enough data

1 years with asset history on file

Average account balance

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

$360K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+37.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9063

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 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

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$48K

$6927 / participant

Other / not subdivided$48K100.0%

% of EOY assets

3.070%

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

$225,661

$181,896+24.1%

$156,551+44.1%

$273,972-17.6%

Participation rate

100.0%

88.4%+11.6pp

84.0%+16.0pp

83.0%+17.0pp

Annual return

2.33%

30.74%-28.4pp

32.23%-29.9pp

41.46%-39.1pp

Employer contribution / active EE

$9,907

$6,248+58.6%

$5,501+80.1%

$4,869+103.5%

Participant deferral / active EE

$3,429

$5,550-38.2%

$4,871-29.6%

$5,287-35.2%

Admin fee / account holder

$6,927

$15,560-55.5%

$13,028-46.8%

$10,133-31.6%

DENVER PLASTIC SURGERY ASSOCIATES LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENVER PLASTIC SURGERY ASSOCIATES LLC 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