Retirement plan

CLAYTON DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

Name: CLAYTON DENTISTRY, LLC - CLAYTON DENTISTRY, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CLAYTON DENTISTRY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLAYTON DENTISTRY, LLC 401(K) PROFIT SHARING PLAN, CLAYTON DENTISTRY, LLC

CLAYTON DENTISTRY, LLCEIN 25-1413586Plan #001PY 2018

97 BOUNDRY LANE - BRIDGEWATER, PA 15009724-728-0970claytondentistry.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$230K

+43.4% from 2017

Total participants

0.0% from 2017

Average account balance

$19,151

+43.4% from 2017

Annual return

-6.83%

-24.21 pp from 2017

Benchmarks

See 105,563 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,563 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

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

+14.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1149

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$19,151

$180,466-89.4%

$154,114-87.6%

$135,382-85.9%

Participation rate

91.7%

87.4%+4.2pp

83.0%+8.6pp

82.6%+9.0pp

Annual return

-6.83%

888.15%-895.0pp

735.16%-742.0pp

519.77%-526.6pp

Employer contribution / active EE

$1,833

$6,035-69.6%

$5,298-65.4%

$4,779-61.6%

Participant deferral / active EE

$4,875

$5,806-16.0%

$5,081-4.0%

$5,609-13.1%

Admin fee / account holder

$16,144-100.0%

$13,411-100.0%

$10,829-100.0%

CLAYTON DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CLAYTON DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion