Retirement plan

DENTAL ASSOCIATES EMPLOYEE SAVINGS PLAN

Name: DENTAL ASSOCIATES OF CONNECTICUT, P.C. - DENTAL ASSOCIATES EMPLOYEE SAVINGS PLAN (2015) Form 5500
Creator: DENTAL ASSOCIATES OF CONNECTICUT, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTAL ASSOCIATES EMPLOYEE SAVINGS PLAN, DENTAL ASSOCIATES OF CONNECTICUT, P.C.

DENTAL ASSOCIATES OF CONNECTICUT, P.C.EIN 06-0889382Plan #002PY 2015

36 PADANARAM ROAD, SUITE 37 - DANBURY, CT 06811203-730-1267

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.3M

No prior year

Total participants

166

No prior year

Average account balance

$92,183

No prior year

Annual return

-1.34%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.93M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

396

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.

86.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.59M

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

+11.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$322

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

1 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 codes2E2F2G2J

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$25 / participant

Contract admin$4K100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: APICELLA TESTA & CO., PC
Auditor EIN: 060876812
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,183

$46,360+98.8%

$147,617-37.6%

$52,331+76.2%

Participation rate

100.0%

64.9%+35.1pp

84.6%+15.4pp

68.1%+31.9pp

Annual return

-1.34%

1.62%-3.0pp

61.98%-63.3pp

4.54%-5.9pp

Employer contribution / active EE

$4,237

$2,126+99.3%

$5,564-23.9%

$1,882+125.2%

Participant deferral / active EE

$5,036

$2,258+123.1%

$4,895+2.9%

$3,022+66.6%

Admin fee / account holder

$22

$766-97.1%

$11,612-99.8%

$592-96.3%

DENTAL ASSOCIATES EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENTAL ASSOCIATES EMPLOYEE SAVINGS 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