Retirement plan

DENTISTRY TODAY, INC. PROFIT SHARING PLAN

Name: DENTISTRY TODAY, INC. - DENTISTRY TODAY, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: DENTISTRY TODAY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTISTRY TODAY, INC. PROFIT SHARING PLAN, DENTISTRY TODAY, INC.

DENTISTRY TODAY, INC.EIN 22-2386308Plan #002PY 2019

100 PASSAIC AVENUE, 2ND FLOOR - FAIRFIELD, NJ 07004973-882-4700dentistrytoday.comLinkedIn11-50 employeespublishing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+19.8% from 2018

Total participants

+12.5% from 2018

Average account balance

$193,945

+6.5% from 2018

Annual return

17.99%

+21.29 pp from 2018

Benchmarks

See 8,830 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

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

$265K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47165

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 codes2E2H2J3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$46K

$3289 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.319%

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

$193,945

$107,941+79.7%

$91,994+110.8%

$152,909+26.8%

Participation rate

100.0%

81.2%+18.8pp

78.6%+21.4pp

82.5%+17.5pp

Annual return

17.99%

89.28%-71.3pp

69.04%-51.0pp

345.46%-327.5pp

Employer contribution / active EE

$3,508

$4,212-16.7%

$3,453+1.6%

$4,764-26.4%

Participant deferral / active EE

$3,526

$6,366-44.6%

$5,924-40.5%

$5,851-39.7%

Admin fee / account holder

$2,558

$10,521-75.7%

$7,744-67.0%

$11,601-77.9%

DENTISTRY TODAY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENTISTRY TODAY, INC. 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