Retirement plan

JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST

Name: JERRY E COOPER DDS SC - JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: JERRY E COOPER DDS SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST, JERRY E COOPER DDS SC

JERRY E COOPER DDS SCEIN 26-3277298Plan #001PY 2021

5525 GREEN BAY ROAD - KENOSHA, WI 53144262-657-2060

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$591K

+10.2% from 2020

Total participants

0.0% from 2020

Average account balance

$98,467

+10.2% from 2020

Annual return

11.87%

-1.34 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$735K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$508

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$37K

$6216 / participant

Other / not subdivided$37K100.0%

% of EOY assets

6.313%

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

$98,467

$217,432-54.7%

$185,851-47.0%

$167,553-41.2%

Participation rate

100.0%

86.1%+13.9pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

11.87%

148.43%-136.6pp

122.11%-110.2pp

478.89%-467.0pp

Employer contribution / active EE

$1,485

$5,874-74.7%

$5,168-71.3%

$4,840-69.3%

Participant deferral / active EE

$2,629

$6,357-58.7%

$5,569-52.8%

$6,343-58.6%

Admin fee / account holder

$6,216

$19,820-68.6%

$16,245-61.7%

$12,316-49.5%

JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JERRY E COOPER DDS SC 401K PROFIT SHARING PLAN AND TRUST

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