Retirement plan

HUGH E. FRIEL, D.D.S., M.D.S., P.C., 401(K) PLAN

Name: HUGH E. FRIEL, D.D.S., M.D.S., P.C. - HUGH E. FRIEL, D.D.S., M.D.S., P.C., 401(K) PLAN (2020) Form 5500
Creator: HUGH E. FRIEL, D.D.S., M.D.S., P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUGH E. FRIEL, D.D.S., M.D.S., P.C., 401(K) PLAN, HUGH E. FRIEL, D.D.S., M.D.S., P.C.

HUGH E. FRIEL, D.D.S., M.D.S., P.C.EIN 23-2185327Plan #002PY 2020

1815 SCHADT AVENUE, SUITE 1, PEACHTREE OFFICE PLAZA - WHITEHALL, PA 18052610-820-5550LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+17.8% from 2019

Total participants

0.0% from 2019

Average account balance

$230,916

+17.8% from 2019

Annual return

12.82%

-10.01 pp from 2019

Benchmarks

See 102,116 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,116 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.02M

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.32%

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 codes2E2J3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$20

$2 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.001%

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

$230,916

$209,405+10.3%

$178,486+29.4%

$158,931+45.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

12.82%

188.77%-175.9pp

151.08%-138.3pp

302.86%-290.0pp

Employer contribution / active EE

$7,130

$5,707+24.9%

$5,011+42.3%

$4,761+49.7%

Participant deferral / active EE

$4,787

$5,954-19.6%

$5,202-8.0%

$5,982-20.0%

Admin fee / account holder

$17,076-100.0%

$13,985-100.0%

$11,247-100.0%

HUGH E. FRIEL, D.D.S., M.D.S., P.C., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUGH E. FRIEL, D.D.S., M.D.S., 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