Retirement plan

ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C. 401 (K) PLAN

Name: ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C. - ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C. 401 (K) PLAN (2017) Form 5500
Creator: ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C. 401 (K) PLAN, ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C.

ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C.EIN 22-3871999Plan #001PY 2017

9612 VEIRS DRIVE - ROCKVILLE, MD 20850301-871-5125drziaahmed.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+23.1% from 2016

Total participants

+40.0% from 2016

Average account balance

$188,595

-12.1% from 2016

Annual return

14.87%

+3.84 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

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$347K

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.

28.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

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

+6.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2295

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$12K

$1671 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.886%

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

$188,595

$198,457-5.0%

$170,435+10.7%

$147,586+27.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

14.87%

257.30%-242.4pp

205.94%-191.1pp

578.59%-563.7pp

Employer contribution / active EE

$7,078

$6,183+14.5%

$5,432+30.3%

$4,876+45.1%

Participant deferral / active EE

$5,542

$5,629-1.5%

$4,939+12.2%

$5,439+1.9%

Admin fee / account holder

$1,671

$16,852-90.1%

$13,881-88.0%

$10,886-84.7%

ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASPEN HILL IMPLANT & FAMILY DENTISTRY, P.C. 401 (K) 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