Retirement plan

PARKHURST AND BELISLE, DDS, PLLC 401(K) PROFIT SHARING PLAN

Name: PARKHURST & BELISLE, DDS, PLLC - PARKHURST AND BELISLE, DDS, PLLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PARKHURST & BELISLE, DDS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARKHURST AND BELISLE, DDS, PLLC 401(K) PROFIT SHARING PLAN, PARKHURST & BELISLE, DDS, PLLC

PARKHURST & BELISLE, DDS, PLLCEIN 26-2149832Plan #001PY 2017

5503 OLEANDER DRIVE - WILMINGTON, NC 28403910-392-1905parkhurstbelisle.comLinkedIn11-50 employees

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$237K

+19.7% from 2016

Total participants

+23.8% from 2016

Average account balance

$19,736

+19.7% from 2016

Annual return

14.34%

+4.03 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$648K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.46%

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 codes2E2F2G2J2T3B3D

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).
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.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$126 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.335%

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

$19,736

$84,236-76.6%

$170,439-88.4%

$70,124-71.9%

Participation rate

44.0%

70.8%-26.8pp

83.6%-39.6pp

69.5%-25.5pp

Annual return

14.34%

23.06%-8.7pp

205.94%-191.6pp

73.14%-58.8pp

Employer contribution / active EE

$3,387-100.0%

$5,433-100.0%

$2,342-100.0%

Participant deferral / active EE

$426

$3,086-86.2%

$4,939-91.4%

$3,332-87.2%

Admin fee / account holder

$263

$5,698-95.4%

$13,881-98.1%

$4,645-94.3%

PARKHURST AND BELISLE, DDS, PLLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARKHURST AND BELISLE, DDS, PLLC 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