Retirement plan

THE RADIATION ONCOLOGY ASSOCIATES, CHTD PROFIT SHARING PLAN AND TRUST

Name: RADIATION ONCOLOGY ASSOCIATES, CHTD - THE RADIATION ONCOLOGY ASSOCIATES, CHTD PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: RADIATION ONCOLOGY ASSOCIATES, CHTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE RADIATION ONCOLOGY ASSOCIATES, CHTD PROFIT SHARING PLAN AND TRUST, RADIATION ONCOLOGY ASSOCIATES, CHTD

RADIATION ONCOLOGY ASSOCIATES, CHTDEIN 88-0217865Plan #001PY 2019

1535 MEDICAL PKWY STE A - CARSON CITY, NV 897034637775-883-5505

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.4M

+10.5% from 2018

Total participants

0.0% from 2018

Average account balance

$691,210

+16.6% from 2018

Annual return

14.49%

+17.13 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41907

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 codes2E2H2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$598K

$42700 / participant

Other / not subdivided$598K100.0%

% of EOY assets

4.805%

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

$691,210

$202,342+241.6%

$172,753+300.1%

$152,909+352.0%

Participation rate

92.9%

87.1%+5.8pp

82.6%+10.2pp

82.5%+10.4pp

Annual return

14.49%

1029.88%-1015.4pp

803.00%-788.5pp

345.46%-331.0pp

Employer contribution / active EE

$3,767

$5,857-35.7%

$5,144-26.8%

$4,764-20.9%

Participant deferral / active EE

$6,701

$5,948+12.7%

$5,198+28.9%

$5,851+14.5%

Admin fee / account holder

$33,211

$17,112+94.1%

$13,956+138.0%

$11,601+186.3%

THE RADIATION ONCOLOGY ASSOCIATES, CHTD PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE RADIATION ONCOLOGY ASSOCIATES, CHTD PROFIT SHARING PLAN AND 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