Retirement plan

ERIC J LEPINE DMD PC 401(K) PROFIT SHARING PLAN

Name: ERIC J LEPINE DMD PC - ERIC J LEPINE DMD PC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ERIC J LEPINE DMD PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERIC J LEPINE DMD PC 401(K) PROFIT SHARING PLAN, ERIC J LEPINE DMD PC

ERIC J LEPINE DMD PCEIN 23-2829963Plan #003PY 2019

301 OXFORD VALLEY RD, SUITE 1401 - YARDLEY, PA 19067215-321-9680

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+25.5% from 2018

Total participants

+11.1% from 2018

Average account balance

$361,749

+25.5% from 2018

Annual return

22.11%

+27.21 pp from 2018

Benchmarks

See 104,318 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,318 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.99M

Not enough data

1 years with asset history on file

Average account balance

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

$499K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

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

+9.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67924

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 codes2E2G2J3D

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.
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

$28K

$2831 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.978%

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

$361,749

$202,326+78.8%

$172,745+109.4%

$152,870+136.6%

Participation rate

80.0%

87.1%-7.1pp

82.6%-2.6pp

82.4%-2.4pp

Annual return

22.11%

1029.72%-1007.6pp

802.90%-780.8pp

345.34%-323.2pp

Employer contribution / active EE

$4,241

$5,858-27.6%

$5,144-17.6%

$4,763-11.0%

Participant deferral / active EE

$4,863

$5,948-18.2%

$5,197-6.4%

$5,850-16.9%

Admin fee / account holder

$3,539

$17,110-79.3%

$13,954-74.6%

$11,597-69.5%

ERIC J LEPINE DMD PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERIC J LEPINE DMD PC 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