Retirement plan

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Name: CARBON ORAL SURGERY ASSOCIATES PC - CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN (2021) Form 5500
Creator: CARBON ORAL SURGERY ASSOCIATES PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN, CARBON ORAL SURGERY ASSOCIATES PC

CARBON ORAL SURGERY ASSOCIATES PCEIN 22-2301622Plan #003PY 2021

1080 BLAKESLEE BLVD DR E - LEHIGHTON, PA 18235610-377-1942LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$2.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+34.3% from 2020

Total participants

+16.7% from 2020

Average account balance

$149,200

+15.1% from 2020

Annual return

36.32%

+45.03 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$893K

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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

$23K

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

+5.93%

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 codes2G2J3D

Plan features

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.
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

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

$44K

$7321 / participant

Other / not subdivided$44K100.0%

% of EOY assets

4.206%

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

$149,200

$217,432-31.4%

$185,851-19.7%

$167,553-11.0%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

36.32%

148.43%-112.1pp

122.11%-85.8pp

478.89%-442.6pp

Employer contribution / active EE

$5,874-100.0%

$5,168-100.0%

$4,840-100.0%

Participant deferral / active EE

$3,696

$6,357-41.9%

$5,569-33.6%

$6,343-41.7%

Admin fee / account holder

$6,275

$19,820-68.3%

$16,245-61.4%

$12,316-49.1%

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARBON ORAL ASSOCIATES PC 401(K) RETIREMENT 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