Retirement plan

TIMOTHY O. MARCH DDS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

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

TIMOTHY O. MARCH DDS, INC.EIN 04-3679040Plan #001PY 2017

1580 FISHINGER ROAD - UPPER ARLINGTON, OH 43221

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$626K

+28.0% from 2016

Total participants

0.0% from 2016

Average account balance

$125,199

+79.2% from 2016

Annual return

19.24%

+13.30 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$12K

$1749 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.956%

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

$125,199

$198,457-36.9%

$170,435-26.5%

$147,586-15.2%

Participation rate

71.4%

88.0%-16.5pp

83.6%-12.2pp

82.8%-11.4pp

Annual return

19.24%

257.30%-238.1pp

205.94%-186.7pp

578.59%-559.4pp

Employer contribution / active EE

$1,393

$6,183-77.5%

$5,432-74.4%

$4,876-71.4%

Participant deferral / active EE

$6,471

$5,629+15.0%

$4,939+31.0%

$5,439+19.0%

Admin fee / account holder

$2,449

$16,852-85.5%

$13,881-82.4%

$10,886-77.5%

TIMOTHY O. MARCH DDS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIMOTHY O. MARCH DDS, 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