Retirement plan

MILLER DENTAL HEALTH 401(K) PROFIT SHARING PLAN

Name: MILLER DENTAL HEALTH, INC. - MILLER DENTAL HEALTH 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MILLER DENTAL HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER DENTAL HEALTH 401(K) PROFIT SHARING PLAN, MILLER DENTAL HEALTH, INC.

MILLER DENTAL HEALTH, INC.EIN 20-1549391Plan #001PY 2016

5124 STAGE ROAD, SUITE C2 - MEMPHIS, TN 38134901-373-5433

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$302K

+33.9% from 2015

Total participants

+25.0% from 2015

Average account balance

$21,562

-33.1% from 2015

Annual return

8.24%

+9.19 pp from 2015

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 codes2E2G2J2R3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$21,562

$181,896-88.1%

$156,551-86.2%

$273,972-92.1%

Participation rate

90.9%

88.4%+2.5pp

84.0%+6.9pp

83.0%+7.9pp

Annual return

8.24%

30.74%-22.5pp

32.23%-24.0pp

41.46%-33.2pp

Employer contribution / active EE

$2,099

$6,248-66.4%

$5,501-61.8%

$4,869-56.9%

Participant deferral / active EE

$3,155

$5,550-43.2%

$4,871-35.2%

$5,287-40.3%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

MILLER DENTAL HEALTH 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MILLER DENTAL HEALTH 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion