Retirement plan

CHRISTOPHER R. SANTAY, DDS, PC 401(K) PROFIT SHARING PLAN

Name: CHRISTOPHER R. SANTAY, DDS, PC - CHRISTOPHER R. SANTAY, DDS, PC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CHRISTOPHER R. SANTAY, DDS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTOPHER R. SANTAY, DDS, PC 401(K) PROFIT SHARING PLAN, CHRISTOPHER R. SANTAY, DDS, PC

CHRISTOPHER R. SANTAY, DDS, PCEIN 16-1609794Plan #001PY 2017

2217 EAST COLVIN ST. - SYRACUSE, NY 13210315-446-6477LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+28.4% from 2016

Total participants

0.0% from 2016

Average account balance

$312,694

+54.1% from 2016

Annual return

21.77%

+13.50 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

$3.40M

Not enough data

1 years with asset history on file

Average account balance

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

$377K

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

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.14%

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$348

$58 / participant

Other / not subdivided$348100.0%

% of EOY assets

0.022%

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

$312,694

$198,457+57.6%

$170,435+83.5%

$147,586+111.9%

Participation rate

83.3%

88.0%-4.6pp

83.6%-0.3pp

82.8%+0.5pp

Annual return

21.77%

257.30%-235.5pp

205.94%-184.2pp

578.59%-556.8pp

Employer contribution / active EE

$2,315

$6,183-62.6%

$5,432-57.4%

$4,876-52.5%

Participant deferral / active EE

$11,153

$5,629+98.1%

$4,939+125.8%

$5,439+105.1%

Admin fee / account holder

$70

$16,852-99.6%

$13,881-99.5%

$10,886-99.4%

CHRISTOPHER R. SANTAY, DDS, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTOPHER R. SANTAY, DDS, 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