Retirement plan

ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN

Name: ORTHODONTICS OF GEORGETOWN, LLC - ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: ORTHODONTICS OF GEORGETOWN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN, ORTHODONTICS OF GEORGETOWN, LLC

ORTHODONTICS OF GEORGETOWN, LLCEIN 26-3641014Plan #001PY 2017

73 REDDING ROAD, P.O. BOX 390 - GEORGETOWN, CT 06829203-544-9338orthodonticsofgeorgetown.comLinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#002Retirement-$176K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$594K

+45.9% from 2016

Total participants

+61.5% from 2016

Average account balance

$37,094

-8.8% from 2016

Annual return

20.84%

+12.30 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

256.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$230

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$37,094

$198,462-81.3%

$170,439-78.2%

$147,585-74.9%

Participation rate

61.5%

88.0%-26.4pp

83.6%-22.1pp

82.8%-21.3pp

Annual return

20.84%

257.30%-236.5pp

205.94%-185.1pp

578.58%-557.7pp

Employer contribution / active EE

$4,747

$6,184-23.2%

$5,433-12.6%

$4,876-2.6%

Participant deferral / active EE

$3,094

$5,629-45.0%

$4,939-37.4%

$5,439-43.1%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) 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