Retirement plan

ROCKLAND PEDIATRIC DENTAL, P.C. 401(K) PROFIT SHARING PLAN

Name: ROCKLAND PEDIATRIC DENTAL, P.C. - ROCKLAND PEDIATRIC DENTAL, P.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ROCKLAND PEDIATRIC DENTAL, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKLAND PEDIATRIC DENTAL, P.C. 401(K) PROFIT SHARING PLAN, ROCKLAND PEDIATRIC DENTAL, P.C.

ROCKLAND PEDIATRIC DENTAL, P.C.EIN 20-1913985Plan #004PY 2017

238 NORTH MAIN STREET - NEW CITY, NY 10956845-634-8900LinkedIn1-10 employeesmilitary

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$887K

+24.5% from 2016

Total participants

+27.8% from 2016

Average account balance

$49,305

+17.5% from 2016

Annual return

9.99%

+4.84 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

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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

$150K

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

+16.72%

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 codes2E2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$10K

$497 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.120%

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

$49,305

$198,457-75.2%

$170,435-71.1%

$147,586-66.6%

Participation rate

75.0%

88.0%-13.0pp

83.6%-8.6pp

82.8%-7.8pp

Annual return

9.99%

257.30%-247.3pp

205.94%-196.0pp

578.59%-568.6pp

Employer contribution / active EE

$1,967

$6,183-68.2%

$5,432-63.8%

$4,876-59.7%

Participant deferral / active EE

$3,616

$5,629-35.8%

$4,939-26.8%

$5,439-33.5%

Admin fee / account holder

$552

$16,852-96.7%

$13,881-96.0%

$10,886-94.9%

ROCKLAND PEDIATRIC DENTAL, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROCKLAND PEDIATRIC DENTAL, P.C. 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