Retirement plan

DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Name: DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C. - DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C.

DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C.EIN 04-3520466Plan #001PY 2017

2 CENTER PLAZA SUITE 100 - BOSTON, MA 02108617-227-8536

Other plans on this EIN

1 filing

#002Retirement-$686K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+19.0% from 2016

Total participants

+28.6% from 2016

Average account balance

$170,310

-7.4% from 2016

Annual return

12.96%

-3.73 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.94M

Not enough data

1 years with asset history on file

Average account balance

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

$328K

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.

240.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+24.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1932

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 codes2E2F2G3D

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.
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

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

$10K

$1429 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.652%

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

$170,310

$198,462-14.2%

$170,439-0.1%

$147,585+15.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

12.96%

257.30%-244.3pp

205.94%-193.0pp

578.58%-565.6pp

Employer contribution / active EE

$4,971

$6,184-19.6%

$5,433-8.5%

$4,876+1.9%

Participant deferral / active EE

$7,579

$5,629+34.6%

$4,939+53.4%

$5,439+39.3%

Admin fee / account holder

$1,111

$16,852-93.4%

$13,881-92.0%

$10,886-89.8%

DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DANIEL J. BLEY, D.D.S. & ASSOCIATES, P.C. 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