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 (2022) 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 2022

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.5M

-8.5% from 2021

Total participants

-9.1% from 2021

Average account balance

$254,711

+0.6% from 2021

Annual return

-13.07%

-26.99 pp from 2021

Benchmarks

See 105,986 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,986 peers

Snapshot2022

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$266 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.084%

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

$254,711

$167,323+52.2%

$143,770+77.2%

$134,493+89.4%

Participation rate

100.0%

84.8%+15.2pp

80.3%+19.7pp

81.2%+18.8pp

Annual return

-13.07%

0.47%-13.5pp

-0.04%-13.0pp

418.01%-431.1pp

Employer contribution / active EE

$8,791

$5,619+56.4%

$4,951+77.6%

$4,740+85.5%

Participant deferral / active EE

$7,303

$6,446+13.3%

$5,638+29.5%

$6,400+14.1%

Admin fee / account holder

$213

$18,088-98.8%

$14,673-98.5%

$11,425-98.1%

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