Plan Ledger DOL Form 5500 · updated monthly

Panorama Orthopedics and Spine Center, PC401(k)

PANORAMA ORTHOPEDICS PC PROFIT SHARING PLAN · GOLDEN, CO · plan year 2023

Reported admin expense ratio · 2023
0.56%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Panorama Orthopedics and Spine Center, PC reported $255,676 in plan administrative expenses for 2023: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,357 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.35% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 262nd-largest of 1,461 plans among Colorado employers on file, and the 1,989th of 11,911 in health care & social assistance. In 2023, the employer put in $1.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$46,554,393
Participants with balances717
Active participants547
Employer contributions$2,383,355
Employee contributions$2,008,935
Employer contribution per active participant$4,357
Average account balance$64,929
Benefits paid to participants$10,009,811
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY & CO
Plan history2
Yearassets · accounts · employer contribution
2023$46.6M · 717 accts · $2.4M emplr
2022$45.1M · 620 accts · $2.3M emplr
The Panorama Orthopedics and Spine Center, PC 401(k) match · 2023
Employer contribution per active participant$4,357
Median for plans this size$2,440
2023$4,357 per active participant
2022$5,112 per active participant

Panorama Orthopedics and Spine Center, PC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$255,676 · 0.56%
2022$166,344 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
South Denver Cardiology CO$50.7M · 0.20%
Panorama Eye Care, LLC CO$47.5M · 0.03%
Primary Care Partners, Inc. CO$46.3M · 0.32%
Corus Orthodontists LLC CO$42.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840786058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.