Retirement plan

ANNETTE WILLIAMSON, DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN

Name: ANNETTE WILLIAMSON, DDS, PC - ANNETTE WILLIAMSON, DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: ANNETTE WILLIAMSON, DDS, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANNETTE WILLIAMSON, DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN, ANNETTE WILLIAMSON, DDS, PC

ANNETTE WILLIAMSON, DDS, PCEIN 26-3375881Plan #002PY 2016

11043 BROADWAY, SUITE A - CROWN POINT, IN 463078834219-945-0591LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$363K

No prior year

Total participants

No prior year

Average account balance

$40,379

No prior year

Annual return

17.68%

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

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.17%

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 codes2E2F2J2G3D

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.
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

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

$8K

$1078 / participant

Other / not subdivided$8K100.0%

% of EOY assets

2.076%

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

$40,379

$181,896-77.8%

$156,551-74.2%

$273,972-85.3%

Participation rate

85.7%

88.4%-2.7pp

84.0%+1.7pp

83.0%+2.7pp

Annual return

17.68%

30.74%-13.1pp

32.23%-14.5pp

41.46%-23.8pp

Employer contribution / active EE

$2,363

$6,248-62.2%

$5,501-57.1%

$4,869-51.5%

Participant deferral / active EE

$5,315

$5,550-4.2%

$4,871+9.1%

$5,287+0.5%

Admin fee / account holder

$838

$15,560-94.6%

$13,028-93.6%

$10,133-91.7%

ANNETTE WILLIAMSON, DDS, PC SAFE HARBOR 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANNETTE WILLIAMSON, DDS, PC SAFE HARBOR 401K 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