Retirement plan

DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C., 401(K) PLAN

Name: DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C. - DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C., 401(K) PLAN (2019) Form 5500
Creator: DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C., 401(K) PLAN, DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C.

DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C.EIN 26-0008306Plan #002PY 2019

1130 DELAWARE AVENUE - BETHLEHEM, PA 18015610-868-2710LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3M

+19.8% from 2018

Total participants

0.0% from 2018

Average account balance

$166,294

+13.2% from 2018

Annual return

18.73%

+21.83 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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 codes2E2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$72K

$7237 / participant

Other / not subdivided$72K100.0%

% of EOY assets

2.418%

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

$166,294

$202,342-17.8%

$172,752-3.7%

$152,897+8.8%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

18.73%

1029.83%-1011.1pp

802.97%-784.2pp

345.43%-326.7pp

Employer contribution / active EE

$2,089

$5,858-64.3%

$5,144-59.4%

$4,764-56.2%

Participant deferral / active EE

$6,226

$5,948+4.7%

$5,198+19.8%

$5,851+6.4%

Admin fee / account holder

$4,021

$17,111-76.5%

$13,955-71.2%

$11,599-65.3%

DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, P.C., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DORVILLE, M.D., AND KUNDU, M.D., ASSOCIATES, 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