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 (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+23.4% from 2019

Total participants

0.0% from 2019

Average account balance

$64,380

+23.4% from 2019

Annual return

14.67%

-1.42 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

$46K

$2846 / participant

Other / not subdivided$46K100.0%

% of EOY assets

3.537%

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

$64,380

$209,422-69.3%

$178,503-63.9%

$158,982-59.5%

Participation rate

93.8%

86.4%+7.4pp

81.9%+11.8pp

82.0%+11.8pp

Annual return

14.67%

188.81%-174.1pp

151.12%-136.4pp

302.99%-288.3pp

Employer contribution / active EE

$2,455

$5,707-57.0%

$5,011-51.0%

$4,763-48.4%

Participant deferral / active EE

$6,098

$5,955+2.4%

$5,202+17.2%

$5,983+1.9%

Admin fee / account holder

$2,277

$17,079-86.7%

$13,987-83.7%

$11,252-79.8%

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