Retirement plan

RENO RADIOLOGICAL ASSOCIATES, CHARTERED PROFIT SHARING PLAN & TRUST

Name: RENO RADIOLOGICAL ASSOCIATES - RENO RADIOLOGICAL ASSOCIATES, CHARTERED PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: RENO RADIOLOGICAL ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RENO RADIOLOGICAL ASSOCIATES, CHARTERED PROFIT SHARING PLAN & TRUST, RENO RADIOLOGICAL ASSOCIATES

RENO RADIOLOGICAL ASSOCIATESEIN 88-0113741Plan #003PY 2021

P.O. BOX 7055 - RENO, NV 89510775-856-2132renorad.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$22.7M

+18.4% from 2020

Total participants

0.0% from 2020

Average account balance

$1,080,884

+18.4% from 2020

Annual return

12.27%

+4.36 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.74M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$1.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$92K

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

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109074

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 codes2E2F2G2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$20K

$1138 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.090%

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

$1,080,884

$217,432+397.1%

$185,851+481.6%

$167,553+545.1%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

12.27%

148.43%-136.2pp

122.11%-109.8pp

478.89%-466.6pp

Employer contribution / active EE

$61,222

$5,874+942.2%

$5,168+1084.5%

$4,840+1165.0%

Participant deferral / active EE

$3,611

$6,357-43.2%

$5,569-35.2%

$6,343-43.1%

Admin fee / account holder

$975

$19,820-95.1%

$16,245-94.0%

$12,316-92.1%

RENO RADIOLOGICAL ASSOCIATES, CHARTERED PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RENO RADIOLOGICAL ASSOCIATES, CHARTERED PROFIT SHARING PLAN & TRUST

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