Retirement plan

ABSOLUTE DENTAL SERVICES, INC. ABSOLUTE DENTAL SERVICES, INC. 401(K) PROFIT SHAR

Name: ABSOLUTE DENTAL SERVICES, INC. - ABSOLUTE DENTAL SERVICES, INC. ABSOLUTE DENTAL SERVICES, INC. 401(K) PROFIT SHAR (2017) Form 5500
Creator: ABSOLUTE DENTAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABSOLUTE DENTAL SERVICES, INC. ABSOLUTE DENTAL SERVICES, INC. 401(K) PROFIT SHAR, ABSOLUTE DENTAL SERVICES, INC.

ABSOLUTE DENTAL SERVICES, INC.EIN 20-1531207Plan #001PY 2017

3600 UNIVERSITY DR., SUITES C, D AND E - DURHAM, NC 27707919-403-0604absolutedentalservices.comLinkedIn51-200 employeesconsumer services

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+31.7% from 2016

Total participants

119

+11.2% from 2016

Average account balance

$26,233

+25.7% from 2016

Annual return

15.79%

+11.49 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.45%

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 codes2E2J2G3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$15K

$166 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.884%

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

$26,233

$67,602-61.2%

$82,312-68.1%

$70,126-62.6%

Participation rate

42.4%

72.8%-30.4pp

76.9%-34.5pp

69.5%-27.1pp

Annual return

15.79%

21.57%-5.8pp

25.88%-10.1pp

73.15%-57.4pp

Employer contribution / active EE

$934

$1,755-46.8%

$2,428-61.5%

$2,343-60.1%

Participant deferral / active EE

$1,490

$2,987-50.1%

$3,706-59.8%

$3,332-55.3%

Admin fee / account holder

$232

$4,512-94.9%

$5,608-95.9%

$4,645-95.0%

ABSOLUTE DENTAL SERVICES, INC. ABSOLUTE DENTAL SERVICES, INC. 401(K) PROFIT SHAR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABSOLUTE DENTAL SERVICES, INC. ABSOLUTE DENTAL SERVICES, INC. 401(K) PROFIT SHAR

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