Retirement plan

MURDOCK ORTHODONTIC GROUP, PA 401(K) PROFIT SHARING PLAN

Name: MURDOCK ORTHODONTIC GROUP, PA - MURDOCK ORTHODONTIC GROUP, PA 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MURDOCK ORTHODONTIC GROUP, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MURDOCK ORTHODONTIC GROUP, PA 401(K) PROFIT SHARING PLAN, MURDOCK ORTHODONTIC GROUP, PA

MURDOCK ORTHODONTIC GROUP, PAEIN 26-2826781Plan #001PY 2016

727 GILLSBROOK ROAD - LANCASTER, SC 29720803-285-7923LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$193K

No prior year

Total participants

No prior year

Average account balance

$38,658

No prior year

Annual return

12.48%

No prior year

Benchmarks

See 109,098 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,098 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$935

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$38,658

$181,896-78.7%

$156,551-75.3%

$273,972-85.9%

Participation rate

75.0%

88.4%-13.4pp

84.0%-9.0pp

83.0%-8.0pp

Annual return

12.48%

30.74%-18.3pp

32.23%-19.7pp

41.46%-29.0pp

Employer contribution / active EE

$2,038

$6,248-67.4%

$5,501-63.0%

$4,869-58.1%

Participant deferral / active EE

$5,298

$5,550-4.5%

$4,871+8.8%

$5,287+0.2%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

MURDOCK ORTHODONTIC GROUP, PA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MURDOCK ORTHODONTIC GROUP, PA 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