Retirement plan

RADIATION ONCOLOGY CONSULTANTS, PC 401(K) PROFIT SHARING PLAN

Name: RADIATION ONCOLOGY CONSULTANTS, PC - RADIATION ONCOLOGY CONSULTANTS, PC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: RADIATION ONCOLOGY CONSULTANTS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADIATION ONCOLOGY CONSULTANTS, PC 401(K) PROFIT SHARING PLAN, RADIATION ONCOLOGY CONSULTANTS, PC

RADIATION ONCOLOGY CONSULTANTS, PCEIN 93-1021801Plan #003PY 2022

1175 E. MAIN ST, STE 2A - MEDFORD, OR 97504541-770-4263LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.7M

-13.7% from 2021

Total participants

-11.1% from 2021

Average account balance

$1,342,662

-2.9% from 2021

Annual return

-17.11%

-30.99 pp from 2021

Benchmarks

See 105,950 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,950 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.02M

Not enough data

1 years with asset history on file

Average account balance

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

$877K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$386K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+17.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2388

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 codes2E2G2J

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.

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

$29K

$3657 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.272%

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

$1,342,662

$167,362+702.2%

$143,799+833.7%

$134,532+898.0%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-17.11%

0.47%-17.6pp

-0.04%-17.1pp

418.27%-435.4pp

Employer contribution / active EE

$30,816

$5,620+448.3%

$4,952+522.3%

$4,741+550.0%

Participant deferral / active EE

$21,875

$6,447+239.3%

$5,638+288.0%

$6,401+241.7%

Admin fee / account holder

$3,657

$18,094-79.8%

$14,677-75.1%

$11,429-68.0%

RADIATION ONCOLOGY CONSULTANTS, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADIATION ONCOLOGY CONSULTANTS, PC 401(K) 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