Retirement plan

RADOMILE FAMILY DENTAL CARE 401(K) PROFIT SHARING PLAN

Name: RADOMILE FAMILY DENTAL CARE - RADOMILE FAMILY DENTAL CARE 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: RADOMILE FAMILY DENTAL CARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RADOMILE FAMILY DENTAL CARE 401(K) PROFIT SHARING PLAN, RADOMILE FAMILY DENTAL CARE

RADOMILE FAMILY DENTAL CAREEIN 23-2587054Plan #001PY 2020

4207 STATE ROAD - DREXEL HILL, PA 19026610-789-4066

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+16.5% from 2019

Total participants

+12.5% from 2019

Average account balance

$356,598

+3.6% from 2019

Annual return

17.83%

+5.80 pp from 2019

Benchmarks

See 102,105 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,105 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.47M

Not enough data

1 years with asset history on file

Average account balance

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

$497K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9218

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$168K

$24006 / participant

Other / not subdivided$168K100.0%

% of EOY assets

5.236%

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

$356,598

$209,428+70.3%

$178,498+99.8%

$158,950+124.3%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

17.83%

188.78%-171.0pp

151.09%-133.3pp

302.91%-285.1pp

Employer contribution / active EE

$8,571

$5,707+50.2%

$5,011+71.0%

$4,762+80.0%

Participant deferral / active EE

$10,296

$5,955+72.9%

$5,202+97.9%

$5,983+72.1%

Admin fee / account holder

$18,671

$17,077+9.3%

$13,985+33.5%

$11,248+66.0%

RADOMILE FAMILY DENTAL CARE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RADOMILE FAMILY DENTAL CARE 401(K) 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