Retirement plan

HILLSBORO ORTHOPEDIC GROUP,INC 401(K) PROFIT SHARING PLAN AND TRUST

Name: HILLSBORO ORTHOPEDIC GROUP, INC. - HILLSBORO ORTHOPEDIC GROUP,INC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: HILLSBORO ORTHOPEDIC GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLSBORO ORTHOPEDIC GROUP,INC 401(K) PROFIT SHARING PLAN AND TRUST, HILLSBORO ORTHOPEDIC GROUP, INC.

HILLSBORO ORTHOPEDIC GROUP, INC.EIN 93-0631766Plan #001PY 2017

349 SE 7TH AVE - HILLSBORO, OR 971234112503-648-9722hillsorthogroup.comLinkedIn1-10 employeesfine art

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+9.8% from 2016

Total participants

0.0% from 2016

Average account balance

$249,485

+9.8% from 2016

Annual return

9.68%

+9.89 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.73M

Not enough data

1 years with asset history on file

Average account balance

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

$289K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39106

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 codes2E2G2J2R

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.

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

$60K

$5018 / participant

Other / not subdivided$60K100.0%

% of EOY assets

1.857%

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

$249,485

$198,470+25.7%

$170,444+46.4%

$147,585+69.0%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

9.68%

257.30%-247.6pp

205.94%-196.3pp

578.56%-568.9pp

Employer contribution / active EE

$1,930

$6,184-68.8%

$5,433-64.5%

$4,876-60.4%

Participant deferral / active EE

$3,429

$5,629-39.1%

$4,939-30.6%

$5,439-37.0%

Admin fee / account holder

$4,632

$16,852-72.5%

$13,881-66.6%

$10,885-57.4%

HILLSBORO ORTHOPEDIC GROUP,INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILLSBORO ORTHOPEDIC GROUP,INC 401(K) 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